8280 Greensboro Drive
Suite 220
Mclean, Virginia 22102
Tel: 703-972-1950
BROWN | MILLER WEALTH MANAGEMENT, LLC, formally registered with the SEC as BROWN | MILLER WEALTH MANAGEMENT, LLC. The firm was established in 12/16/2019. They have over 1 offices throughout the country.
BROWN | MILLER WEALTH MANAGEMENT, LLC is a Mclean, Virginia based Financial Planning firm with nearly $544,464,965 assets under management, offering retirement planning & investment advisory services to 2170 clients. The firm is staffed with 7 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 305742 |
SEC# | 801-117810 |
Assets Managed by Firm | $544,464,965 |
No. of Clients | 2170 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2170 | $544,464,965 |
Individuals (other than high net worth individuals) | 197 | $50,504,969 |
High net worth individuals | 214 | $469,966,599 |
Pension and profit sharing plans | 7 | $16,537,881 |
Charitable organizations | 7 | $6,479,289 |
Corporations or other businesses | Fewer than 5 clients | $976,227 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$63,288,614,312 | 87 | 198 | |
$38,906,541,054 | 402 | 181 | |
$30,621,255,853 | 50 | 42 | |
$24,901,888,467 | 75 | 105 | |
$17,550,000,000 | 4952 | 67 |
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