BROWN | MILLER WEALTH MANAGEMENT, LLC

8280 Greensboro Drive
Suite 220
Mclean, Virginia 22102
Tel: 703-972-1950

About BROWN | MILLER WEALTH MANAGEMENT, LLC

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 $827,933,190 assets under management, offering retirement planning & investment advisory services to 2557 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305742
SEC#	801-117810
Assets Managed by Firm	$827,933,190
No. of Clients	2557
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2557	$827,933,190
Individuals (other than high net worth individuals)	189	$49,024,333
High net worth individuals	265	$740,703,109
Pension and profit sharing plans	7	$23,813,564
Charitable organizations	9	$12,524,961
Corporations or other businesses	4	$1,867,223

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STRATEGIC INVESTMENT MANAGEMENT, LLC 1001 19th St. N.17th Fl. Arlington, VA, 22209-1722	$26,988,658,396	84	99
VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150	$24,381,015,458	94	27
THOMPSON SIEGEL & WALMSLEY LLC 6641 West Broad Street, Suite 600 Richmond, VA, 23230	$20,812,400,000	4775	68

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