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| Happy Holidays!! thanks for using AUM13F!! |
| Brown Miller Wealth Management LLC
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| CRD # | 305742 |
| SEC # | 801-117810 |
| CIK # | 0001840084 |
| AUM | $827.9 M (2025-06-24) |
| Employees | 10 (90% Investors, 0% Brokers) |
| Phone | 703-972-1950 |
| Address | 8280 Greensboro Drive Mclean, VA 22102 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001840084 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 45.3 | ||
| Apple Inc | 23.1 | ||
| Microsoft Corp | 20.1 | ||
| J P Morgan Chase & Co | 13.1 | ||
| Broadcom Inc | 6.4 | ||
| Abbott Laboratories | 5.7 | ||
| Alphabet Inc | 5.7 | ||
| Amazon Com Inc | 5.2 | ||
| Cisco Systems Inc | 5.0 | ||
| Walt Disney Co | 4.4 | ||
| Ace Ltd | 4.4 | ||
| Linde PLC | 4.3 | ||
| Starbucks Corp | 4.3 | ||
| Lowes Companies Inc | 4.1 | ||
| FPL Group Inc | 4.1 | ||
| VISA Inc | 3.9 | ||
| International Business Machines Corp | 3.7 | ||
| Procter & Gamble Co | 3.6 | ||
| BlackRock Inc | 3.4 | ||
| United Technologies Corp /DE/ | 3.4 | ||
| Analog Devices Inc | 3.2 | ||
| AbbVie Inc | 3.0 | ||
| Stryker Corp | 2.9 | ||
| Intercontinentalexchange Group Inc | 2.9 | ||
| Philip Morris International Inc | 2.7 | ||
| Accenture PLC | 2.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 189 | 49.0 |
| (b) Individuals (high net worth individuals) | 265 | 740.7 |
| (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 | 23.8 |
| (h) Charitable organizations | 9 | 12.5 |
| (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 | 4 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,557 | 827.9 |
| By Discretionary | ||
| Discretionary | 2,440 | 789.3 |
| Non-Discretionary | 117 | 38.7 |
| Total | 2,557 | 827.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 827.9 | |
| Total | 2,557 | 827.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001840084] |
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|---|---|---|
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DB Root & Company LLC
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PA | 0.8 |
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Capital Insight Partners LLC
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AZ | 0.8 |
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Ashford Advisors LLC
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BOS Asset Management LLC
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IL | 0.8 |
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Vertex Planning Partners LLC
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IL | 0.8 |
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Verum Partners LLC
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NC | 0.8 |
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Childress Capital Advisors LLC
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TX | 0.8 |
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The Advisory Group of San Francisco LLC
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CA | 0.8 |
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Summit Wealth & Retirement Planning Inc
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CA | 0.8 |
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Brickley Wealth Management
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CA | 0.8 |