# Brown | Miller Wealth Management, LLC

> 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.

- CRD: 305742
- Filed as: BROWN | MILLER WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: McLean, VA
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305742
- AdvisorCensus page: https://advisorcensus.com/firm/brown-miller-wealth-management-llc-mclean-va-305742

## Quick answers

**How is Brown | Miller Wealth Management, LLC compensated?**
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.

**Where is Brown | Miller Wealth Management, LLC located?**
Brown | Miller Wealth Management, LLC's principal office is in McLean, VA, according to its Form ADV.

**Is Brown | Miller Wealth Management, LLC registered with the SEC or a state?**
Brown | Miller Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305742.

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

**How have Brown | Miller Wealth Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Brown | Miller Wealth Management, LLC serve?**
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).

**Which custodians does Brown | Miller Wealth Management, LLC use?**
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.

**Does Brown | Miller Wealth Management, LLC report any disciplinary disclosures?**
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

**What changed in Brown | Miller Wealth Management, LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Wells Fargo Clearing Services, LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $991,063,127
- Discretionary: $943,026,308
- Non-discretionary: $48,036,819

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 207 | $53,013,477 |
| High net worth individuals | 280 | $894,074,265 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $29,750,441 |
| Charitable organizations | 9 | $11,771,240 |
| Corporations or other businesses not listed above | 5 | $2,453,704 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2019 (6 years)
- Employees: 11 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, DC, FL, GA, LA, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TX, VA, VT, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- brownmillerwm.com
- Facebook facebook.com
- LinkedIn @brownmillerwealthmanagement
- LinkedIn @christopherwbrowncfp
- LinkedIn @davidamillercfp
- LinkedIn @rosemaryyue
- X @CWBROWNBMWM

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $494,554,119 | 6 | February 25, 2021 |
| October 2022 | $611,761,513 | 7 | September 20, 2022 |
| October 2023 | $544,464,965 | 7 | February 17, 2023 |
| October 2024 | $685,587,123 | 8 | August 27, 2024 |
| October 2025 | $827,933,190 | 10 | June 24, 2025 |
| October 2026 | $991,063,127 | 11 | September 15, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 9 to 11.
- Regulatory assets under management went from $827,933,190 to $991,063,127 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brown | Miller Wealth Management, LLC (CRD 305742): Form ADV filing data as of October 2026.