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| Happy Holidays!! thanks for using AUM13F!! |
| Miller Wealth Advisors LLC
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| CRD # | 171329 |
| SEC # | 801-121737 |
| CIK # | 0001908158 |
| AUM | $182.0 M (2025-03-14) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 713-252-1661 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001908158 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 56.2 | ||
| Apple Inc | 33.4 | ||
| Exxon Mobil Corp | 31.4 | ||
| Microsoft Corp | 23.6 | ||
| Alphabet Inc | 21.7 | ||
| Alphabet Inc | 21.7 | ||
| Nvidia Corp | 10.1 | ||
| Palantir Technologies Inc | 6.8 | ||
| Mobileye Global Inc | 0.8 | ||
| Honeywell International Inc | 0.6 | ||
| Caterpillar Inc | 0.4 | ||
| Wal Mart Stores Inc | 0.3 | ||
| Deere & Co | 0.2 | ||
| Procter & Gamble Co | 0.2 | ||
| Goldman Sachs Group Inc | 0.2 | ||
| Chevron Corp | 0.2 | ||
| Intel Corp | 0.1 | ||
| Enterprise Products Partners L P | 0.1 | ||
| PepsiCo Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Atlas Crest Investment Corp | 0.1 | ||
| APA Corp | 0.1 | ||
| Valero Energy Corp/Tx | 0.1 | ||
| Phillips 66 | 0.1 | ||
| Lilly Eli & Co | 0.1 | ||
| Nike Inc | 0.1 | ||
| Tesla Motors Inc | 0.1 | ||
| Conocophillips | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 38 | 11.4 |
| (b) Individuals (high net worth individuals) | 63 | 170.7 |
| (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 | 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 | 293 | 182.0 |
| By Discretionary | ||
| Discretionary | 293 | 182.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 293 | 182.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 182.0 | |
| Total | 293 | 182.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001908158] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kraematon Investment Advisors Inc
✚
|
MA | 0.2 |
|
Alpha ZERO LLC
✚
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FL | 0.2 |
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Guerra Pan Advisors LLC
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0.2 | |
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Thompson Capital Management LLC
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0.2 | |
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The Wealthgarden FS LLC
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CA | 0.2 |
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Hummer Financial Advisory Services Inc
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0.2 | |
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AIO Financial LLC
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AZ | 0.2 |
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Level Wealth Management LLC
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NC | 0.2 |
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Bravias Capital Group LLC
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|
NJ | 0.2 |
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Balanced Financial Planning Inc
✚
|
KS | 0.2 |