MILLENIA FINANCIAL PARTNERS INC
SEC file number 801-62332
https://milleniasd.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$54.6M
Discretionary AUM
$33.9M
Employees
—
Clients
—
Firm
- Address
- Phone
- —
- Website
- https://milleniasd.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- M FINANCIAL HOLDINGS INC Medium name-match confidence · CIK 1047852 · OR
- F&M FINANCIAL CORP Medium name-match confidence · CIK 802119 · TN
- Milestone Financial, LLC Medium name-match confidence · CIK 1639977 · CA
- Moov Financial, Inc. Medium name-match confidence · CIK 1816808 · IA
- W FINANCIAL FUND, LP Medium name-match confidence · CIK 1248244 · NY
-
M FINANCIAL HOLDINGS INC · D · Mar 13, 2026$8.9M
-
W FINANCIAL FUND, LP · D/A · Jan 23, 2026
-
Milestone Financial, LLC · D/A · Nov 21, 2025$70M
-
Moov Financial, Inc. · D · Oct 8, 2025$11.5M
-
F&M FINANCIAL CORP · D · Jul 16, 2025$60M
-
Moov Financial, Inc. · D/A · Apr 8, 2025$20.5M
-
M FINANCIAL HOLDINGS INC · D · Mar 17, 2025$6.8M
-
W FINANCIAL FUND, LP · D/A · Jan 29, 2025