Miller Wealth Management
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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
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