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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-28-2013
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 27 clients, or 27 clients per representative. That equates to $318.5K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on April 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Miles Wealth Management, L.l.c. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
WILLIE MILES JR.
Chief Compliance Officer, Manager, Managing Member
- CRD
- #3149869
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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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
SMA allocation detail is available
Miles Wealth Management, L.l.c. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.