$225.5M Total AUM
$225.5M Disc. AUM
29.6% 3Y CAGR
2 Employees
116 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-14-2014
- Office Locations
- 2
Office Locations
-- Fayetteville AR
-- Ridgway CO
About Miller Wealth Advisors, LLC
Miller Wealth Advisors is an RIA led by founder Bert Miller (CPA, CLU, ChFC) with 30+ years’ experience, focused on retirement planning and ongoing investment management for retirees from major oil companies (e.g., ExxonMobil, Shell, Chevron). Miller personally designs, implements, and manages client portfolios, which are heavily ETF-based, and the firm custodies assets at Charles Schwab.
Team overview
-- AVG AGE
$112.8M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
10.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Timber timber Alpha momentum Unison
Client Personas
Fusion oak Fusion
Custodian
Prime
Investment Themes
Vertex Atlas
Investment Vehicles
Glacier fusion
Services
Ridge Wave Unison ember Delta summit Frontier prime
Owner & Executives
B
BERT EARL MILLER JR
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #1145903
- Ownership
- 75% or more
(214) 686-1009
catalyst.unison@atlascapital.com
in linkedin.com/in/insight-meridian
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D
DON EDWARD GILBERT
Financial Services Consultant
- CRD
- #1090366
(979) 574-3901
foundation.glacier@vertexcapital.com
in linkedin.com/in/harbor-summit
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $225,517,087 | $675,201 |
| Non-Discretionary | $0 | -- |
| Total | $225,517,087 | $675,201 |
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Separately Managed Accounts
Total SMA Asset: $225,517,087
Equity - Exchange:
11.7% U.S. Government/Agency:
10.5% Public Funds:
35.4% Cash:
42.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $776,091,251 | 11.7% |
| U.S. Government/Agency | $696,492,148 | 10.5% |
| Public Funds | $2,348,173,527 | 35.4% |
| Cash | $2,812,501,626 | 42.4% |
| Total | $6,633,258,552 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME RIDGE | CREST MATRIX | 67HZVRXNT | SIIB | 1.39% | $45,339,026 |
| EAGLE PRIME | FOUNDATION BRIDGE | KS292BYBC | QYOC | 9.29% | $63,917,420 |
| WAVE INSIGHT | PIONEER HORIZON | PDOK3VVTH | JTEG | 11.94% | $51,390,842 |
| OPTIMA PRIME EAGLE | FOUNDATION PIONEER | OXI01RS0S | FEH | 9.23% | $56,895,189 |
| MATRIX DELTA | BEACON CAPITAL | NJ4PPT0BD | MIO | 11.45% | $108,644,564 |
| GLACIER VITAL VALUE | MERIDIAN MATRIX | 5LZPIMLG0 | RWXOL | 4.07% | $110,248,273 |
| CATALYST SUMMIT VALUE | ELEMENT MATRIX | KJJ9PG8T8 | KVL | 5.03% | $101,210,239 |
| INSIGHT UNISON TIMBER | ALPHA MOMENTUM | TG4HRUWGQ | JVD | 7.45% | $29,395,823 |