Brown | Miller Wealth Management, LLC

RIASEC Registered

Total AUM

$991M

Discretionary

$943M

95% of AUM

Avg account

$367K

Accounts

2,704

Employees

Advisory reps

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

FINTRX

Overview

Brown | Miller Wealth Management, LLC is an independent, individual-owned RIA that provides wealth management and advisory services to both individuals and institutions. The firm is SEC-registered (initial registration 2019) and operates as a capital allocator, combining portfolio management with financial planning and adviser-selection services. Its advisory menu includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of outside managers. Fee arrangements are flexible and include percentage-of-AUM, hourly, and fixed-fee options. The firm does not identify as an ESG-focused investor and is not designated as a multistate or newly formed adviser.