Miller Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Miller Wealth Management reports 91 clients. They include 91 individuals. Of its assets, 98.5% ($99M across 246 accounts) are managed with discretion; $1.49M across 3 accounts are not. A wrap fee program the firm both sponsors and manages holds $100M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 100% | 78% |
| High-net-worth individuals | 0% | 20% |
| Corporations and other businesses | 0% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 91 | $77.9M | 77.6% | $856K |
| High-net-worth individuals | Fewer than 5 | $20M | 19.9% | — |
| Corporations and other businesses | Fewer than 5 | $2.5M | 2.5% | — |
| Total | 91 | $100M | 100% | — |
- Clients
- 91
- Regulatory AUM
- $77.9M
- AUM share
- 77.6%
- Avg. per client
- $856K
- Clients
- Fewer than 5
- Regulatory AUM
- $20M
- AUM share
- 19.9%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $2.5M
- AUM share
- 2.5%
- Avg. per client
- —
Total
- Clients
- 91
- Regulatory AUM
- $100M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Miller Wealth Management is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Initial plan fees are fixed by tier from $2,500 to $125,000, hourly work is $250 to $500, and ongoing planning is a flat fee of $3,000 to $60,000 a year.
- Retirement Plan Consulting
- Asset-based fees of 0.25% to 1.50% a year on plan assets, or flat fees of $2,500 to $25,000, negotiated plan by plan.
Miller Ventures, Inc. owns 75% or more of Miller Wealth Management and is in turn owned by Rodd Miller (75% or more). The leadership team of Miller Wealth Management includes Chief Compliance Officer Rodd Miller. It has 2 employees, 1 of them in advisory roles.
Leadership
Rodd MillerChief Compliance Officer and CEO
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of Miller Wealth Management LLC
Miller Ventures, Inc.
Control person · since April 2026
- Owns 75% or more of Miller Ventures, Inc.
Rodd Miller
Control person · since April 2026
Besides its headquarters, Miller Wealth Management has 0 offices, with 1 listed address in Arizona.
Arizona · 1 listed address
- 2162 E Williams Field RD, Ste 111, GilbertHQ
Contact and registration details
- Legal name
- Miller Wealth Management LLC
- Headquarters
- 2162 E Williams Field RD, Ste 111, Gilbert, AZ 85295
- Website
- millerwm.com
- Phone
- 480-613-7400
- SEC file
- 801-136769
- Structure
- Arizona LLC
- Fiscal year end
- December
Miller Wealth Management uses LPL Financial ($100M) as custodian for its separately managed accounts. Miller Wealth Management does not have custody of client assets.
- LPL FinancialLPL Financial LLC · San Diego, CA · $100M100%
At year end, Miller Wealth Management’s separately managed accounts were mostly in funds (77%) and stocks (15%).
What the accounts hold
- Stocks15%
- Funds77%
- Bonds1%
- Cash2%
- Other5%
- Structured notes.5%
How many clients does Miller Wealth Management have?
Miller Wealth Management has 91 clients and manages $100 million for them, as of September 2026. They include 91 individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 September 2026
What services does Miller Wealth Management offer?
Miller Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Miller Wealth Management use?
Miller Wealth Management’s separately managed account assets are held at LPL Financial LLC (San Diego, CA), with $100M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 September 2026
How many financial advisors does Miller Wealth Management have?
Miller Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Miller Wealth Management invest in?
At the end of its last fiscal year, Miller Wealth Management’s separately managed accounts held 77% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 5% other, 2% cash and equivalents and 1% investment grade corporate bonds. The 5% other category is described as: Structured Notes.
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 Management?
Miller Wealth Management is owned through a holding company by Rodd Miller. Its direct owner is Miller Ventures, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 September 2026
How does Miller Wealth Management get paid?
Miller Wealth Management is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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 Management?
Miller Wealth Management’s main office is at 2162 E Williams Field RD, Ste 111, Gilbert, AZ 85295. Its phone number is 480-613-7400. Its website is millerwm.com.