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, 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
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
3 of 3Don Gilbert
Client Services AdministratorCRD 1090366
Bert Miller
Managing PrincipalCRD 1145903
Ross Ohendalski
Investment Advisor RepresentativeCRD 8339266
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
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Simplified Wealth Management
RIAHattiesburg, MS
Williams Capital Management Company
RIAWilmette, IL
Oceanis Financial Advisors, Inc.
RIAMiami, FL
Red Mountain Financial Partners
RIADurango, CO
The Tenret Company, LLC
RIATampa, FL
Buckeye-Pacific
RIANaples, FL