Best-in-State · rank 14 · Tucson, Arizona · listed firm: Millennium Private Wealth | Wells Fargo Advisors Financial Network
Identity & firm
- Firm — Millennium Private Wealth | Wells Fargo Advisors Financial Network (high)
- “Millennium Private Wealth | Wells Fargo Advisors Financial Network” — forbes_shook
- Parent company — Wells Fargo (high)
- “Wells Fargo Advisors Financial Network” — firm_official
- Firm type — hybrid_ria (high)
- “Millennium Private Wealth | Wells Fargo Advisors Financial Network” — firm_official
- Team name — Millennium Private Wealth Tucson Team (high)
- “3573 E. Sunrise Dr, Suite 225, Tucson, AZ 85718” — firm_official
- Team size — 5 (high)
- “Brian Crawford, CFP — Managing Director, Owner; Harlie Garcia — Managing Director, Owner; Justin Dodds — Senior Financial Advisor, Owner; Nicole Dubin — Senior Registered Client Associate; Melody Cooper — Senior Client A” — firm_official
- CRD — gap: not_found_after_search
- Years experience — 25 (high)
- “25+ years investment advisor experience” — professional_press
Book of business
- Team AUM ($M) — 1400 (high)
- “Team Assets (Custodied): $1.4B” — forbes_shook
- Account minimum ($M) — 0.25 (high)
- “Minimum account size for new business: $250K” — forbes_shook
- Typical client net worth ($M) — 50.5 (medium)
- “Typical Net Worth of Relationships: $1-100M” — forbes_shook
- Client niche — generalist (high)
- “Serves individuals, trusts, retirement plans, charitable organizations, and businesses” — firm_official
- Custodians — not_applicable (high)
- “Wells Fargo Advisors Financial Network” — firm_official
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://www.millenniumpw.com/team-members/brian-crawford/ (high)
- “Brian Crawford team profile at Millennium Private Wealth” — firm_official
- Value proposition (verbatim) — I truly listen to clients and then work with them to develop and implement strategies for building wealth. (high)
- “I truly listen to clients and then work with them to develop and implement strategies for building wealth.” — firm_official
- Content marketing — occasional (medium)
- “Millennium Private Wealth publishes insights and wealth-building content” — firm_official
- Has podcast — no (high)
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/brian-crawford-084689268/ (high)
- “Brian Crawford Managing Director at Millennium Private Wealth” — professional_press
Visual brand
- Has distinct logo — no (medium)
- “Millennium Private Wealth corporate branding used across all locations” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Millennium Private Wealth corporate brand; no distinct Tucson team branding observed (medium)
- “Millennium Private Wealth — 11 U.S. locations, unified brand identity” — firm_official