Miller Wealth Management

RIASEC Registered

Total AUM

$100M

Discretionary

$99M

99% of AUM

Avg account

$403K

Accounts

249

Employees

Advisory reps

Firm details

Headquarters: Gilbert, Arizona
CRD number: 342288
Registered since: July 17, 2026
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals77.6%
HNWI19.91%
Corporations / Businesses2.49%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Miller Wealth Management is an independent, LLC-structured advisory firm that is SEC-registered as of 2026. The firm serves individual and family clients and acts as a capital allocator, blending advisory services with insurance brokerage capabilities. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and selection of other advisers. The firm uses a mix of fee arrangements—percentage of assets under management, hourly fees, fixed fees, and other billing structures—and does not identify as an active ESG investor.