Miller Wealth Advisors provides portfolio management for individuals and small businesses, education planning, estate planning, and financial planning.
Miller Wealth Advisors reports 116 clients. They include 71 high-net-worth individuals and 45 individual clients. Of its assets, 100.0% ($226M across 334 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 39% | 8% |
| High-net-worth individuals | 61% | 92% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 45 | $17.5M | 7.8% | $390K |
| High-net-worth individuals | 71 | $208M | 92.2% | $2.93M |
| Total | 116 | $226M | 100% | $1.94M |
- Clients
- 45
- Regulatory AUM
- $17.5M
- AUM share
- 7.8%
- Avg. per client
- $390K
- Clients
- 71
- Regulatory AUM
- $208M
- AUM share
- 92.2%
- Avg. per client
- $2.93M
Total
- Clients
- 116
- Regulatory AUM
- $226M
- AUM share
- 100%
- Avg. per client
- $1.94M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Miller Wealth Advisors charges 1.00% a year for its Investment Management Services. The fee is billed in arrears and is negotiable.
Fee details and sources
Bert Miller owns 75% or more of Miller Wealth Advisors. The leadership team of Miller Wealth Advisors includes Chief Compliance Officer Don Gilbert. It has 3 employees.
Leadership
- Don GilbertChief Compliance Officer
- Bert MillerManaging Member
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Miller Wealth Advisors, LLC
Bert Miller
Control person · since April 2014
Miller Wealth Advisors’ regulatory assets grew 1.7× from $133M (July 2021) to $226M (August 2026); clients rose from 79 to 116 and employees from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $226M | 116 | 3 | 3 |
| March 2025 | $182M | 101 | 2 | 2 |
| March 2024 | $147M | 97 | 2 | 2 |
| March 2023 | $106M | 94 | 2 | 2 |
| March 2022 | $178M | 84 | 2 | 2 |
| July 2021 | $133M | 79 | 2 | 2 |
Besides its headquarters, Miller Wealth Advisors has 2 offices (1 private residence, listed without an address), with 2 listed addresses in Texas.
Texas · 1 listed address
- 1423 Brazos Drive, Huntsville
Contact and registration details
- Legal name
- Miller Wealth Advisors, LLC
- Headquarters
- Not reported
- Website
- miller-wealthadvisors.com
- Phone
- 713-252-1661
- SEC file
- 801-121737
- Structure
- Texas LLC
- Fiscal year end
- December
Miller Wealth Advisors uses Charles Schwab ($226M) as custodian for its separately managed accounts. Miller Wealth Advisors has custody of $202M in client assets for 102 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $226M100%
At year end, Miller Wealth Advisors’ separately managed accounts were mostly in stocks (87%). Its reported 13F holdings for the quarter ended 30 June 2026 total $237M across 122 positions; the largest are Amazon.com Inc. (24.8%), Apple Inc. (19.3%) and Alphabet Inc. (18.0%).
What the accounts hold
- Stocks87%
- Funds5%
- Bonds6%
- Cash2%
Reported 13F holdings
- $237M
- Reported 13F value
- 122
- Positions
- 97.5%
- In the 10 largest
- −8.9%
- Value vs. prior quarter
- Amazon.com Inc.24.8%
- Apple Inc.19.3%
- Alphabet Inc.18.0%
- Exxon Mobil Corp.16.9%
- Microsoft Corp.7.8%
- Nvidia Corp.6.0%
- Palantir Technologies IN2.8%
- Berkshire Hathaway1.2%
- Caterpillar Inc.0.5%
- Intel Corp.0.4%
Together, the ten largest are 97.5% of reported value.
How many clients does Miller Wealth Advisors have?
Miller Wealth Advisors has 116 clients and manages $226 million for them, as of August 2026. They include 71 high-net-worth individuals and 45 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 August 2026
What services does Miller Wealth Advisors offer?
Miller Wealth Advisors provides portfolio management for individuals and small businesses, education planning, estate planning, and financial planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Miller Wealth Advisors charge?
Miller Wealth Advisors charges 1.00% a year for its Investment Management Services. The fee is billed in arrears and is negotiable.
Source: MILLER WEALTH ADVISORS ADV 2A BROCHURE 3-2026, filed 24 March 2026
Which custodians does Miller Wealth Advisors use?
Miller Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $226M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 August 2026
How many financial advisors does Miller Wealth Advisors have?
Miller Wealth Advisors has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Miller Wealth Advisors invest in?
At the end of its last fiscal year, Miller Wealth Advisors’ separately managed accounts held 87% exchange-traded equities, 6% U.S. government and agency bonds, 5% registered funds (mutual funds, ETFs, BDCs) and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Miller Wealth Advisors?
Miller Wealth Advisors’ direct owner is Bert Miller (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 August 2026
How does Miller Wealth Advisors get paid?
Miller Wealth Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Miller Wealth Advisors?
Its phone number is 713-252-1661. Its website is miller-wealthadvisors.com.