Miller Wealth Advisors, LLC

RIASEC Registered
Total AUM
$226M
Discretionary
$226M
100% of AUM
Avg account
$675K
Accounts
334
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
171329
Registered since
July 9, 2021
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI92.23%
  • Individuals7.77%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Miller Wealth Advisors, LLC is an independent, SEC‑registered registered investment adviser formed as an LLC and owned by an individual. The firm focuses on discretionary portfolio management for individuals and small businesses and bills clients on a percentage-of-AUM basis. It does not position itself as a capital allocator or pension consultant, and it does not identify as an active ESG investor. Industry affiliations include ties to accounting professionals, indicating a client service model that leans on tax and accounting coordination.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 87%, US Government Bonds 6%, Public Funds/Mutual Funds 5%, Cash & Cash Equivalents 2%87%
  • Exchange Traded Equities87%
  • US Government Bonds6%
  • Public Funds/Mutual Funds5%
  • Cash & Cash Equivalents2%

Contacts

3 of 3
  • Don Gilbert

    Client Services AdministratorCRD 1090366

  • Bert Miller

    Managing PrincipalCRD 1145903

  • Ross Ohendalski

    Investment Advisor RepresentativeCRD 8339266

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 7

Active vs passive

$567K in ETFs

Passive

94%

$530K

Active

7%

$36.8K

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$503K67488.75%

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth