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Reagan Marie Smith

Millennial Wealth

Seattle, WA

Fall City, WA

CRD 7564753

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Employer firm

Millennial Wealth CRD 289970

$279M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Millennial Wealth

33511 Redmond-Fall City Rd Se Suite 2, Fall City, WA 98024 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-02-23
  • WA RA
    APPROVED
    Since 2026-02-23

Branch Locations

Seattle, WA • United States

33511 Redmond-Fall City Rd Se Suite 2, Fall City, WA 98024 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Millennial Wealth Llc Seattle WA 02/2024 Present
Taylor University Upland IN 08/2019 12/2023
Bridgman Public Schools Bridgman MI 08/2006 06/2019
  • 02/2024 → Present
    Millennial Wealth Llc
    Seattle, WA
  • 08/2019 → 12/2023
    Taylor University
    Upland, IN
  • 08/2006 → 06/2019
    Bridgman Public Schools
    Bridgman, MI
Designations
  • Certified Financial Planner

View on SEC IAPD

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