CRD: 162222
Wilkins Miller Wealth Management, LLC
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- Custodian
- Ascensus · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2008
- Office Locations
- 1
Office Locations
About Wilkins Miller Wealth Management, LLC
Wilkins Miller Wealth Management is an independent wealth management firm providing unbiased guidance to individuals, families, and business owners. The team combines financial planning and portfolio management with retirement, estate strategy, and insurance/risk management support to align investment decisions with broader life goals. Portfolios commonly use public funds, including mutual funds and ETFs, and the firm works with major custodians such as Schwab and Fidelity.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Scott L Browning
Partner
- CRD
- --
- Ownership
- 10% but less than 25%
WAYNE ALLEN CARROLL
--
- CRD
- --
- Ownership
- 10% but less than 25%
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DARIEL PORTER MURRAY
--
- CRD
- #2891789
Showing 1 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $257,491,633 | $538,685 |
| Non-Discretionary | $0 | -- |
| Total | $257,491,633 | $538,685 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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