Chad Rixse

Personal Finance, Retirement, Small Business
““As the co-founder of Millennial Wealth, Chad Rixse primarily works with young professionals in the tech industry, assisting with student loan repayment strategies, tax planning, employee benefits optimization, and cash flow/debt management.””

Millennial Wealth, LLC

Job Title:

Co-Founder, Chief Compliance Officer


Chad Rixse spent 3 years in the bank-run private wealth management world working primarily with high net worth families and individuals. As much as he enjoyed helping this demographic, he realized that many people, particularly those from his generation, were far too often left behind.

Chad wanted to change that.

Chad's mission in life has always been to help others. As a child, he wanted to become a doctor because he found that helping others was such a rewarding experience for him. Although the medical field did not become his path, he's found another way to fulfill this mission.

The truth is, Chad believes his generation faces a unique set of circumstances. They live in a digital era surrounded by technology and a constant stream of information. Many of them are college educated and burdened with student loans. They lived through, and very well remember, one of the worst financial crises in history. Plus to top it all off, they were taught very little in school about healthy financial habits and preparing for the future.

None of this sat well with Chad. As a Millennial himself, he has experienced many of these struggles first-hand. He knew he had to act. He knew he had to actually do something about it. When he found Levi, it quickly became clear how he was going to make that happen.


BA, Spanish, University of Washington

Assets Under Management:

$1 million

Fee Structure:


CRD Number:



Millennial Wealth is an Investment Adviser registered with the State of Washington. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. We do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. The information provided is subject to change without notice.

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    Marriage / Divorce, Retirement, Retirement Savings, Retirement Living
Can I claim retirement benefits from my ex-spouse if we were married for seven years and eight months?
100% of people found this answer helpful

You can only claim social security retirement benefits based on your ex-spouse's record if your marriage lasted 10 years or longer (even if they remarried), and:

- You are unmarried;

- You are age 62 or older

- Your ex-spouse is entitled to social security benefits or disability benefits; and 

- The benefit you are entitled to receive based on your own work is less than the benefit you would receive based on your ex-spouse's work.

Typically, if you remarry, you cannot claim benefits on your ex-spouses record unless your later marriage ends. Sounds to me like you are not eligible to claim benefits based on your ex-spouse's record simply due to the fact your marriage to them did not last 10 years. 

3 days ago
    Retirement, Retirement Savings, Social Security, IRAs
Will drawing from my IRA count towards the total income that I am allowed to make while receiving Social Security?
80% of people found this answer helpful
2 weeks ago
    Retirement, Social Security, 401(k), IRAs, Taxes
Why would one recommend maximizing 401(k) contributions before contributing to a Roth IRA account?
75% of people found this answer helpful
2 weeks ago
How do I remove paid collections accounts from my credit reports?
75% of people found this answer helpful
4 weeks ago
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Should I keep automatic withdrawals for my children's 529 college savings plans, or manually invest every month on down days to avoid buying in automatically on a day when it could be up?
75% of people found this answer helpful
3 weeks ago