Miros Wealth LLC

Overview

Miros Wealth LLC is an independent, owner-operated registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management. The firm combines advisory services with insurance brokerage, and it acts as a capital allocator that selects outside managers when appropriate. Core advisory activities include financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, selection of third-party advisers, and client education through publications and seminars. Investment behavior leans toward pooled public vehicles rather than concentrated direct equity positions. The firm is not an active ESG investor and does not operate as a multi-state adviser. Given its business mix—including insurance brokerage and selection of other advisers—Miros Wealth appears to position itself as a hybrid adviser that can integrate third‑party strategies (including alternative managers) into client portfolios while providing fee-based planning and occasional hourly or fixed-fee engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices