CRD: 305742
Brown | Miller Wealth Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-16-2019
- Office Locations
- 1
Office Locations
About Brown | Miller Wealth Management, LLC
Brown | Miller Wealth Management is a Virginia-based fiduciary RIA delivering plan-first personal wealth management. The team builds comprehensive financial plans and custom investment strategies for retirement, wealth accumulation, and investing, then provides ongoing monitoring with frequent review meetings to adapt as life changes. Staff include CFP®, CIMA®, and CRPC® professionals, with 90+ combined years in wealth management.
Reported data analysis
What the numbers show
Between June 24, 2025 and April 14, 2026, reported AUM increased 19.7%, from $827.9M to $991.1M.
Across 5 reported observations, AUM increased 62.0% between November 22, 2022 and April 14, 2026, from $611.8M to $991.1M.
Of the latest reported AUM, 95.2% is discretionary and 4.8% is non-discretionary.
The firm reports 11 advisory representatives and 508 clients, or 46.2 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on April 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Brown | Miller Wealth Management, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Brown | Miller Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID ALAN MILLER
FOUNDER, PRINCIPAL
- CRD
- #4506377
- Ownership
- 75% or more
CHRISTOPHER WILLIAM BROWN
FOUNDER, MANAGING PRINCIPAL, Principal
- CRD
- #2302099
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
Hunter Brooks Adams
Financial Advisor, General Partner
- CRD
- #7415345
TIMOTHY STEVEN FLANIGAN
--
- CRD
- #5294298
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $943,026,308 | $365,798 |
| Non-Discretionary | $48,036,819 | $381,245 |
| Total | $991,063,127 | $366,517 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Brown | Miller Wealth Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Brown | Miller Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.