PPrivate Fund Data Log in Join · $37/mo

Brown | Miller Wealth Management, LLC

● SEC registered since 2019CRD 305742SEC# 801-117810McLean, VA
Export (members)
Reg. AUM
$827.9M
Employees
10
Accounts
2,557
Location
McLean, VA

Brown | Miller Wealth Management, LLC assets under management

Brown | Miller Wealth Management, LLC operates as an SEC-registered investment adviser based in McLean, VA. The firm has been registered since 2019. It reports $827.9 million in regulatory assets under management and employs 10 people.

Brown | Miller Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Christopher William Brown ControlFounder, Managing Principal50-75%2019
David Alan Miller ControlFounder & Principal50-75%2019
Elizabeth Hilary SharpChief Compliance OfficerUnder 5%2024

Frequently asked questions

How much does Brown | Miller Wealth Management, LLC manage?

Brown | Miller Wealth Management, LLC reports $827.9 million in regulatory assets under management on its Form ADV.

How many employees does Brown | Miller Wealth Management, LLC have?

Brown | Miller Wealth Management, LLC reports 10 employees.

Where is Brown | Miller Wealth Management, LLC located?

Brown | Miller Wealth Management, LLC is based in McLean, VA and has been SEC-registered since 2019.

Does Brown | Miller Wealth Management, LLC disclose fund performance?

Brown | Miller Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8280 Greensboro Drive, Suite 220, McLean, VA 22102
Phone703-972-1950
Office hours5-Sep
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$789.3M
Non-discretionary$38.7M
Total (RAUM)$827.9M