{
  "crd_number": 305742,
  "slug": "brown-miller-wealth-management-llc-mclean-va-305742",
  "primary_business_name": "BROWN | MILLER WEALTH MANAGEMENT, LLC",
  "legal_name": "BROWN | MILLER WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "McLean",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-12-16",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-09-15",
  "carried_forward": false,
  "raum_total": 991063127.0,
  "raum_discretionary": 943026308.0,
  "raum_non_discretionary": 48036819.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 11,
  "advisory_employees": 11,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 11771240.0,
      "count": 9
    },
    "individuals": {
      "raum": 53013477.0,
      "count": 207
    },
    "pension_profit_sharing": {
      "raum": 29750441.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 894074265.0,
      "count": 280
    },
    "corporations_other_businesses": {
      "raum": 2453704.0,
      "count": 5
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "DC",
    "FL",
    "GA",
    "LA",
    "MA",
    "MD",
    "NC",
    "NH",
    "NJ",
    "NY",
    "OH",
    "PA",
    "SC",
    "TX",
    "VA",
    "VT",
    "WV"
  ],
  "websites": [
    "https://brownmillerwm.com",
    "https://facebook.com/profile.php?id=100079229282920",
    "https://linkedin.com/company/brownmillerwealthmanagement",
    "https://linkedin.com/in/christopherwbrowncfp",
    "https://linkedin.com/in/davidamillercfp",
    "https://linkedin.com/in/rosemaryyue",
    "https://twitter.com/CWBROWNBMWM"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305742",
  "city_as_filed": "MCLEAN",
  "url": "https://advisorcensus.com/firm/brown-miller-wealth-management-llc-mclean-va-305742",
  "display_name": "Brown | Miller Wealth Management, LLC",
  "summary": "Brown | Miller Wealth Management, LLC is an SEC-registered investment advisory firm in McLean, VA, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 15, 2026.",
  "citation": "AdvisorCensus. Brown | Miller Wealth Management, LLC (CRD 305742): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Brown | Miller Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Brown | Miller Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Brown | Miller Wealth Management, LLC located?",
      "a": "Brown | Miller Wealth Management, LLC's principal office is in McLean, VA, according to its Form ADV."
    },
    {
      "q": "Is Brown | Miller Wealth Management, LLC registered with the SEC or a state?",
      "a": "Brown | Miller Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305742."
    },
    {
      "q": "How much does Brown | Miller Wealth Management, LLC manage?",
      "a": "Brown | Miller Wealth Management, LLC reports $991,063,127 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (95% discretionary)."
    },
    {
      "q": "How have Brown | Miller Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Brown | Miller Wealth Management, LLC: Regulatory assets under management: $494,554,119 in the October 2021 data and $991,063,127 in the October 2026 data, up 100%. Total employees: 6 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Brown | Miller Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (280); individuals (other than high net worth individuals) (207); charitable organizations (9)."
    },
    {
      "q": "Which custodians does Brown | Miller Wealth Management, LLC use?",
      "a": "Brown | Miller Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Wells Fargo Clearing Services, LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Brown | Miller Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/305742"
    },
    {
      "q": "What changed in Brown | Miller Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 9 to 11. Regulatory assets under management went from $827,933,190 to $991,063,127 (+20%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 494554119.0,
      "total_employees": 6,
      "filing_date": "2021-02-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 611761513.0,
      "total_employees": 7,
      "filing_date": "2022-09-20"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 544464965.0,
      "total_employees": 7,
      "filing_date": "2023-02-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 685587123.0,
      "total_employees": 8,
      "filing_date": "2024-08-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 827933190.0,
      "total_employees": 10,
      "filing_date": "2025-06-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 991063127.0,
      "total_employees": 11,
      "filing_date": "2026-09-15"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 9 to 11.",
        "Regulatory assets under management went from $827,933,190 to $991,063,127 (+20%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Wells Fargo Clearing Services, LLC",
      "name_as_filed": "WELLS FARGO CLEARING SERVICES, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/brown-miller-wealth-management-llc-mclean-va-305742.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 207,
      "fewer_than_5": false,
      "raum": 53013477.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 280,
      "fewer_than_5": false,
      "raum": 894074265.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 29750441.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 9,
      "fewer_than_5": false,
      "raum": 11771240.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 2453704.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305742",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}