Brown | Miller Wealth Management, LLC
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
FINTRXOverview
Brown | Miller Wealth Management, LLC is an independent, individual-owned Registered Investment Adviser organized as an LLC and registered with the SEC in 2019. The firm serves both individual & family clients and institutional clients and describes itself as a capital allocator. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Advisory services listed by the firm include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting, and the selection of other advisers. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.
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
- Public Funds/Mutual Funds56%
- Exchange Traded Equities39%
- Non-Exchange Traded Equities4%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Elizabeth Sharp
Chief Compliance OfficerCRD 5676786
Brittany Heath
Client Service CoordinatorCRD 8162314
Contacts
3 of 9
Timothy Flanigan
Financial AdvisorCRD 5294298
David Miller
PrincipalCRD 4506377
Jason Seney
Senior Client Service AssociateCRD 6205868
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$93.1M in ETFs
57%
$53.2M
25%
$39.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF (CGXU) | Capital Group | Active | Foreign Large Growth | $7.9M | 227,088 | 8.44% |
Location
Mclean, VA
Fairfax
Location
Mclean, VA
Headquartered in Mclean, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 8280 Greensboro Dr
- Time zone
- ET (UTC-5)
- Office locations
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