|
⚲
|
| Keyboard |
| Miller Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 171329 |
| SEC # | 801-121737 |
| CIK # | 0001908158 |
| AUM | 225.5 M (2026-06-18) |
| 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 | 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 | ||
| Wal Mart Stores Inc | 0.3 | ||
| Mobileye Global Inc | 0.3 | ||
| Goldman Sachs Group Inc | 0.3 | ||
| Deere & Co | 0.3 | ||
| Intel Corp | 0.3 | ||
| Facebook Inc | 0.2 | ||
| APA Corp | 0.2 | ||
| Valero Energy Corp/Tx | 0.2 | ||
| PepsiCo Inc | 0.1 | ||
| Phillips 66 | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Lilly Eli & Co | 0.1 | ||
| Procter & Gamble Co | 0.1 | ||
| Robinhood Markets Inc | 0.1 | ||
| Conocophillips | 0.1 | ||
| Atlas Crest Investment Corp | 0.1 | ||
| Prev | Page 1 | Next | |||
| 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 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Valpey Financial Services LLC
✚
|
NH | 226.0 M |
|
Polaris Financial Partners LLC
✚
|
OH | 226.0 M |
|
Bullseye Investment Management LLC
✚
|
OH | 226.0 M |
|
Dragus Capital LLC
✚
|
FL | 225.9 M |
|
Evansbrook LLC
✚
|
225.7 M | |
|
Red Mountain Financial Partners LLC
✚
|
CO | 225.6 M |
|
Simplified Wealth Management LLC
✚
|
MS | 225.5 M |
|
Daniel Investment Associates LLC
✚
|
CA | 225.3 M |
|
Henson-Edgewater Management LLC
✚
|
OH | 225.0 M |
|
Capital Advisory Group Inc
✚
|
TX | 224.9 M |