Miller Wealth Management

Overview

Miller Wealth Management is a newly formed limited liability company that registered with the SEC in 2026. The firm combines advisory services with insurance brokerage activity. Its advisory scope, as reported, includes financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting services, and the selection of other advisers. The record also identifies the firm as a capital allocator, indicating it intends to place client capital and may use third‑party managers. The firm offers multiple fee arrangements — percentage of assets under management, hourly charges, and fixed fees — and does not report an active ESG investing stance. The ownership is listed as a mix of a domestic entity and an individual. Miller Wealth Management is not designated as a multi‑state adviser and appears to have no related advisers on the record.

Assets & Accounts

Location & Offices