M
CRD: 166621
Miles Wealth Management, L.l.c.
Houston, TX
7139275292
$8.6M Total AUM
$8.6M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-28-2013
- Office Locations
- 1
Office Locations
-- Houston TX
About Miles Wealth Management, L.l.c.
Miles Wealth Management, L.l.c. is a Houston-based RIA. The firm has been operating for 13 years. Managing $8.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
66 AVG AGE
$8.6M AVG AUM / ADVISOR
$318.5K AVG AUM / CLIENT
13.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Peak
Client Personas
Summit radial
Investment Themes
Horizon north
Investment Vehicles
Focus oak
Services
Eagle Summit Timber ember Frontier Momentum eagle Wave
Owner & Executives
WILLIE MILES JR.
Chief Compliance Officer, Manager, Managing Member
- CRD
- #3149869
- Ownership
- 75% or more
(213) 756-8787
quantum.optima@harborcapital.com
in linkedin.com/in/insight-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,600,000
Equity - Exchange:
27.0% Public Funds:
35.8% Cash:
37.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,016,676,562 | 27.0% |
| Public Funds | $2,673,963,738 | 35.8% |
| Cash | $2,778,532,152 | 37.2% |
| Total | $7,469,172,452 | 100.0% |