LP Profile

Brown Miller Wealth Management

Also known as brown miller wealth

Wealth ManagerMcLean, United StatesFounded 2019
$544M
Assets Under Management
McLean
Headquarters
Investment Focus

About Brown Miller Wealth Management

Brown Miller Wealth Management is a wealth management firm in McLean, Virginia, serving the Washington DC area. It was founded in 2019 and serves high-net-worth individuals, families, businesses, endowments and foundations that need personalized wealth management. The team reports over 90 years of combined experience. Services include financial planning, retirement planning and investment management, delivered through a process described as discover, design and deliver. The firm lists about $544 million in assets under management and uses Charles Schwab and Pershing as custodians.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Brown Miller Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$991.1M
Total Clients
2,704
Filing Date
April 14, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Brown Miller Wealth Management?

Brown Miller Wealth Management is a wealth manager based in McLean, United States, managing approximately $544M in assets.

Where is Brown Miller Wealth Management headquartered?

Brown Miller Wealth Management is headquartered in McLean, United States.

How much does Brown Miller Wealth Management manage?

Brown Miller Wealth Management manages approximately $544M in assets under management.

When was Brown Miller Wealth Management founded?

Brown Miller Wealth Management was founded in 2019.

How can I contact Brown Miller Wealth Management?

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