Miles Wealth Management, L.L.C.

Overview

Miles Wealth Management, L.L.C. is a small, independent RIA structured as an LLC that provides financial planning and portfolio management for individual and family clients, as well as small business relationships. The firm charges a mix of percentage-of-AUM fees, hourly fees and fixed fees, and operates primarily as a discretionary manager—its reported assets are fully discretionary. Investment stance shows a clear preference for equities as the core allocation, with exchange-traded equities serving as the primary public-market exposure. The firm does not identify as an active ESG investor and is not positioned as a multi-state or institutional pension consultant; it appears focused on advisor-led, client-facing wealth management rather than large-scale capital allocation. Miles Wealth uses third-party managers to access nontraditional strategies rather than acting as a direct allocator. Public-market exposure is supplemented by mutual funds and corporate debt for fixed income and cashflow needs, while annuities are available for income and liability-matching solutions.

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Public Holdings

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Location & Offices