Miller Wealth Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 171329
- Registered since
- July 9, 2021
- Website
- www.millerwealthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.23%
- Individuals7.77%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Miller Wealth Advisors, LLC is a privately held LLC that registered with the SEC in 2021 and provides fee-based portfolio management for individuals and small businesses. The firm is owned by an individual and charges clients a percentage-of-AUM advisory fee. Its stated advisory focus is direct portfolio management for individual and family clients; it does not identify as an active ESG investor. The firm uses traditional advisory channels rather than functioning as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities87%
- US Government Bonds6%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents2%
Contacts
2 of 2Don Gilbert
Client Services AdministratorCRD 1090366
Bert Miller
Managing PrincipalCRD 1145903
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$601K in ETFs
93%
$562K
7%
$39.7K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $438K | 674 | 72.84% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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