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| Brown Miller Wealth Management LLC
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|---|---|
| CRD # | 305742 |
| SEC # | 801-117810 |
| CIK # | 0001840084 |
| AUM | 991.1 M (2026-04-14) |
| Employees | 11 (100% Investors, 0% Brokers) |
| Phone | 703-972-1950 |
| Address | 8280 Greensboro Drive Mclean, VA 22102 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 53.0 | ||
| Apple Inc | 32.5 | ||
| Microsoft Corp | 16.1 | ||
| J P Morgan Chase & Co | 14.9 | ||
| Alphabet Inc | 13.4 | ||
| Broadcom Inc | 9.0 | ||
| Cisco Systems Inc | 7.2 | ||
| Amazon Com Inc | 5.6 | ||
| FPL Group Inc | 5.2 | ||
| Ace Ltd | 5.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 207 | 53.0 |
| (b) Individuals (high net worth individuals) | 280 | 894.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 29.8 |
| (h) Charitable organizations | 9 | 11.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 2.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,704 | 991.1 |
| By Discretionary | ||
| Discretionary | 2,578 | 943.0 |
| Non-Discretionary | 126 | 48.0 |
| Total | 2,704 | 991.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 991.1 | |
| Total | 2,704 | 991.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001840084] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
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Pacific Sage Partners LLC
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