MILLER WEALTH ADVISORS, LLC
Adviser information for MILLER WEALTH ADVISORS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 282 | $146.8M |
| Non-Discretionary | 0 | $0 |
| Total | 282 | $146.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 30 | $5.7M |
| HNW Individuals | 67 | $141.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Principal Office
45 WHITEHOUSE VISTA PLACERIDGWAY
CO
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: (713) 252-1661, Fax: None
Websites
Chief Compliance Officer
DON GILBERT
3750 SPYGLASS HILL DR.
FAYETTEVILLE
AR
United States
Tel:
(713) 252-1661
D*******@************************M
(Full email address available in API data)
Regulatory Contact
JUSTIN MCKENNA
ADMIN
521 E. MAIN ST.
MONTROSE
CO
United States
Tel:
970-249-3499
J*****@*******M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MILLER, BERT, EARL | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 04/2014 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 18th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 3M CO | COM | 27K | 269 | – |
| A T & T INC | COM | 20K | 1K | – |
| ABBVIE INC | COM | 41K | 240 | – |
| ADVANCED MICRO DEVICE IN | COM | 57K | 349 | – |
| ALPHABET INC. | COM | 23M | 127K | – |
| AMAZON.COM INC | COM | 53M | 277K | – |
| AMERICAN FINL GROUP INC | COM | 9K | 75 | – |
| APA CORP | COM | 149K | 5K | – |
| APPLE INC | COM | 36M | 172K | – |
| ASHLAND INC | COM | 5K | 50 | – |
| BAKER HUGHES CO. | COM | 11K | 315 | – |
| BERKSHIRE HATHAWAY | COM | 2M | 6K | – |
| BP PLC F | ADR | 27K | 753 | – |
| BRISTOL-MYERS SQUIBB | COM | 11K | 258 | – |
| C N X RESOURCES CORP | COM | 3K | 130 | – |
| CATERPILLAR INC | COM | 333K | 1K | – |
| CHARLES SCHWAB CORP | COM | 7K | 100 | – |
| CHEVRON CORP | COM | 199K | 1K | – |
| CINCINNATI FINL | COM | 12K | 100 | – |
| COMCAST CORP | COM | 33K | 846 | – |
| CONOCOPHILLIPS | COM | 61K | 532 | – |
| CORONADO GLOBAL RE ORDF | UFO | 8K | 10K | – |
| CVS HEALTH CORP | COM | 7K | 125 | – |
| DEERE & CO | COM | 178K | 476 | – |
| DIRTT ENVIRONMNTL F | FGC | 13K | 30K | – |
| DOLLAR GENERAL CORP | COM | 29K | 218 | – |
| DOMINION ENERGY INC | COM | 14K | 280 | – |
| DUKE ENERGY CORP | COM | 10K | 100 | – |
| ELI LILLY AND CO | COM | 91K | 100 | – |
| EMERSON ELECTRIC CO | COM | 8K | 75 | – |
| ENERGY TRANSFER L P LP | MLP | 72K | 4K | – |
| ENTERPRISE PRODS PART LP | MLP | 153K | 5K | – |
| EXXON MOBIL CORP | COM | 36M | 311K | – |
| FIDELITY NATL INFO | COM | 4K | 50 | – |
| GILEAD SCIENCES INC | COM | 7K | 100 | – |
| GOLDMAN SACHS GROUP | COM | 146K | 322 | – |
| HONEYWELL INTL INC | COM | 555K | 3K | – |
| HUNTSMAN CORP | COM | 182 | 8 | – |
| ILLINOIS TOOL WORKS | COM | 30K | 125 | – |
| INTEL CORP | COM | 186K | 6K | – |
| J P MORGAN CHASE & CO | COM | 87K | 430 | – |
| JOHNSON & JOHNSON | COM | 4K | 25 | – |
| JPMORGAN EQUITY PREMIUM | UIE | 170 | 3 | – |
| KENVUE INC | COM | 2K | 100 | – |
| KIMCO REALTY CORP | RET | 1K | 56 | – |
| MERCK & CO. INC. | COM | 12K | 100 | – |
| META PLATFORMS INC | COM | 50K | 100 | – |
| METLIFE INC | COM | 1K | 20 | – |
| MICROSOFT CORP | COM | 21M | 47K | – |
| MJARDIN GROUP INC F | FGC | 0 | 1K | – |
| MORGAN STANLEY | COM | 28K | 285 | – |
| NIKE INC | COM | 81K | 1K | – |
| NVIDIA CORP | COM | 8M | 62K | – |
| OCCIDENTAL PETROL 27 WTS | WAR | 1K | 25 | – |
| OCCIDENTAL PETROL CO | COM | 327K | 5K | – |
| ONEOK INC | COM | 105K | 1K | – |
| ORGANON & CO | COM | 757 | 37 | – |
| OVINTIV INC | COM | 16K | 332 | – |
| PALANTIR TECHNOLOGIES IN | COM | 37K | 1K | – |
| PEPSICO INC | COM | 157K | 951 | – |
| PFIZER INC | COM | 3K | 100 | – |
| PHILLIPS 66 | COM | 97K | 684 | – |
| PNC FINL SERVICES | COM | 1K | 7 | – |
| PRINCIPAL FINL | COM | 31K | 396 | – |
| PROCTER & GAMBLE | COM | 242K | 1K | – |
| REMOTE DYNAMICS INC | COM | 0 | 1 | – |
| SL GREEN REALTY CORP | COM | 14K | 249 | – |
| SOLVENTUM CORP | COM | 4K | 67 | – |
| SOUTHERN CO | COM | 19K | 250 | – |
| SPDR S&P 500 ETF | UIE | 359K | 660 | – |
| TARGET CORP | COM | 7K | 50 | – |
| TESLA INC | COM | 46K | 230 | – |
| THE COCA-COLA CO | COM | 8K | 124 | – |
| TRUMP MEDIA & TECHNOLOGY | COM | 7K | 205 | – |
| UNION PACIFIC CORP | COM | 7K | 30 | – |
| VALERO ENERGY CORP | COM | 96K | 615 | – |
| VALVOLINE INC | COM | 6K | 137 | – |
| VERIZON COMMUNICATN | COM | 32K | 765 | – |
| VIATRIS INC | COM | 128 | 12 | – |
| WALMART INC | COM | 185K | 3K | – |
| WARNER BROTHERS DISCOVER | COM | 2K | 247 | – |