Miller Wealth Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 171329
- Registered since
- July 9, 2021
- Website
- www.millerwealthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.23%
- Individuals7.77%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Miller Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm is individually owned and concentrates on portfolio management for individuals and small businesses, charging clients a percentage-of-AUM advisory fee. It does not present itself as a capital allocator and is not flagged as an active ESG investor. The client base is focused on individual and family relationships rather than institutional mandates.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities87%
- US Government Bonds6%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents2%
Contacts
2 of 2Don Gilbert
Client Services AdministratorCRD 1090366
Bert Miller
Managing PrincipalCRD 1145903
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$567K in ETFs
94%
$530K
7%
$36.8K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $503K | 674 | 88.75% |
Location
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Location
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Headquartered in , null.
- Office locations
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