Brown | Miller Wealth Management, LLC
Firm details
- Headquarters
- Mclean, Virginia
- CRD number
- 305742
- Registered since
- December 16, 2019
- Website
- brownmillerwm.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI90.21%
- Individuals5.35%
- Pension & Profit Sharing Plans3%
- Charitable Organizations1.19%
- Corporations / Businesses0.25%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Brown | Miller Wealth Management, LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2019. The firm serves both individual/family clients and institutional clients and operates as a capital allocator, sourcing third‑party managers in addition to running internally managed strategies. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses and institutions, pension consulting, and the selection of other advisers. Fee arrangements are flexible and include a percentage-of-AUM model alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds56%
- Exchange Traded Equities39%
- Non-Exchange Traded Equities4%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Elizabeth Sharp
Chief Compliance OfficerCRD 5676786
Brittany Heath
Client Service CoordinatorCRD 8162314
Contacts
3 of 9
Panagiotis Plevritis
Client Services AssociateCRD 7090005
Hugh Quinn
Financial AdvisorCRD 7254890
Jason Seney
Senior Client Service AssociateCRD 6205868
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$93.1M in ETFs
57%
$53.2M
25%
$39.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF (CGXU) | Capital Group | Active | Foreign Large Growth | $7.9M | 227,088 | 8.44% |
Location
Mclean, VA
Fairfax
Location
Mclean, VA
Headquartered in Mclean, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 8280 Greensboro Dr
- Time zone
- ET (UTC-5)
- Office locations
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