Miller Wealth Advisors LLC

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Assets, Funds, Holdings

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Miller Wealth Advisors LLC
✚
CRD #171329
SEC #801-121737
CIK #0001908158
AUM 225.5 M (2026-06-18)
Employees 2 (100% Investors, 0% Brokers)
Fees
Minimum
Phone713-252-1661
Address
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
2502001501005002010201520212027
Sector Form 13F Holdings Value ($M)
Amazon Com Inc 51.7
Apple Inc 40.5
Alphabet Inc 34.8
Alphabet Inc 34.8
Microsoft Corp 18.2
Nvidia Corp 12.5
Palantir Technologies Inc 8.3
Caterpillar Inc 0.7
Honeywell International Inc 0.6
Chevron Corp 0.4
View All
Holdings by Sector ($M)
3002401801206002020202220242027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 45 17.5
(b) Individuals (high net worth individuals) 71 208.0
(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 0 0.0
(h) Charitable organizations 0 0.0
(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 0 0.0
(n) Other 0 0.0
Total 334 225.5
By Discretionary
Discretionary 334 225.5
Non-Discretionary 0 0.0
Total 334 225.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 225.5
Total 334 225.5
EDGAR Form CIK 2011 - 2026
13F-HR [0001908158]
Firm Profile (Form ADV)
Discretionary AUM$0.0B
ServesRetail
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