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Miller Wealth Advisors, LLC

● SEC registered since 2021CRD 171329SEC# 801-121737
Export (members)
Reg. AUM
$225.5M
Employees
2
Accounts
334
Location

Miller Wealth Advisors, LLC assets under management

Miller Wealth Advisors, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2021. It reports $225.5 million in regulatory assets under management and employs 2 people.

Miller Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Bert Earl Miller ControlManaging MemberOver 75%2014
Don Edward GilbertChief Compliance OfficerUnder 5%2024

Frequently asked questions

How much does Miller Wealth Advisors, LLC manage?

Miller Wealth Advisors, LLC reports $225.5 million in regulatory assets under management on its Form ADV.

How many employees does Miller Wealth Advisors, LLC have?

Miller Wealth Advisors, LLC reports 2 employees.

Does Miller Wealth Advisors, LLC disclose fund performance?

Miller Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(713) 252-1661
Office hours9:00 a.m. - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Regulatory AUM

$225.5M▲ 24%
Mar '25 — $182MApr '25 — $182MMay '25 — $182MJun '25 — $182MJul '25 — $182MAug '25 — $182MSep '25 — $182MOct '25 — $182MNov '25 — $182MDec '25 — $182MJan '26 — $182MFeb '26 — $182MMar '26 — $225.5MApr '26 — $225.5MMay '26 — $225.5MJun '26 — $225.5M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$225.5Mregulatory AUM
Discretionary $225.5M