Miller Wealth Management

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
0

Firm details

Headquarters
Gilbert, Arizona
CRD number
342288
Registered since
July 17, 2026
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Miller Wealth Management is a limited liability company that recently registered with the SEC (registration year listed as 2026) and identifies as a capital allocator. The firm offers fee-based advisory services including financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers (sub‑adviser or manager‑of‑managers activity). Its fee menu includes percentage-of-assets, hourly billing, and fixed fees. The firm does not report active ESG investing, and FINTRX lists an industry affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Gilbert, AZ

Maricopa

Location

Gilbert, AZ

Headquartered in Gilbert, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
2162 E Williams Field Rd
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth