Overview
Assets Under Management: $828 million
Headquarters: MCLEAN, VA
High-Net-Worth Clients: 265
Average Client Assets: $3 million
Frequently Asked Questions
BROWN | MILLER WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #305742), BROWN | MILLER WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BROWN | MILLER WEALTH MANAGEMENT, LLC is headquartered in MCLEAN, VA.
BROWN | MILLER WEALTH MANAGEMENT, LLC serves 265 high-net-worth clients according to their SEC filing dated March 04, 2025. View client details ↓
According to their SEC Form ADV, BROWN | MILLER WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
BROWN | MILLER WEALTH MANAGEMENT, LLC manages $828 million in client assets according to their SEC filing dated March 04, 2025.
According to their SEC Form ADV, BROWN | MILLER WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 265
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.46
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,557
Discretionary Accounts: 2,440
Non-Discretionary Accounts: 117
Regulatory Filings
CRD Number: 305742
Last Filing Date: 2025-03-04 00:00:00
Website: https://brownmillerwm.com