# Miller Wealth Advisors, LLC

> Miller Wealth Advisors, LLC is an SEC-registered investment advisory firm in Ouray, CO, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 27, 2026.

- CRD: 171329
- Filed as: MILLER WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ouray, CO
- Filing period: October 2026
- Form ADV filing dated: August 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171329
- AdvisorCensus page: https://advisorcensus.com/firm/miller-wealth-advisors-llc-ouray-co-171329

## Quick answers

**How is Miller Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Miller Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Miller Wealth Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 24, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Miller Wealth Advisors, LLC located?**
Miller Wealth Advisors, LLC's principal office is in Ouray, CO, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Miller Wealth Advisors, LLC registered with the SEC or a state?**
Miller Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 171329.

**How much does Miller Wealth Advisors, LLC manage?**
Miller Wealth Advisors, LLC reports $225,517,087 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (100% discretionary).

**How have Miller Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Miller Wealth Advisors, LLC: Regulatory assets under management: $133,480,000 in the October 2021 data and $225,517,087 in the October 2026 data, up 69%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Miller Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (71); individuals (other than high net worth individuals) (45).

**Which custodians does Miller Wealth Advisors, LLC use?**
Miller Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Miller Wealth Advisors, 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/171329

**Does Miller Wealth Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 24, 2026 says: "MWA does not require a minimum portfolio size or a minimum fee to establish services."

**What changed in Miller Wealth Advisors, LLC's recent Form ADV filings?**
In the September 2026 filing data: Employees performing advisory functions went from 2 to 3. Added an office in Huntsville, TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Asset-based fee: 1% of assets a year

> MWA’s Investment Management fees are based upon a percentage of the assets under MWA’s management at a rate of 1% annually. However, MWA’s fee is negotiable, is agreed to at the time of engagement

- Account minimum: None

> MWA does not require a minimum portfolio size or a minimum fee to establish services.

- Minimum annual fee: None

> MWA does not require a minimum portfolio size or a minimum fee to establish services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $225,517,087
- Discretionary: $225,517,087
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 45 | $17,529,656 |
| High net worth individuals | 71 | $207,987,431 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, CO, LA, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Huntsville, TX

### Websites listed on Form ADV (Item 1.I)
- miller-wealthadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $133,480,000 | 2 | July 21, 2021 |
| October 2022 | $177,887,000 | 2 | March 9, 2022 |
| October 2023 | $105,796,000 | 2 | March 28, 2023 |
| October 2024 | $146,789,462 | 2 | March 29, 2024 |
| October 2025 | $182,035,290 | 2 | March 14, 2025 |
| October 2026 | $225,517,087 | 3 | August 27, 2026 |

Regulatory assets under management: $133,480,000 in the October 2021 data and $225,517,087 in the October 2026 data, up 69%.
Total employees: 2 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Employees performing advisory functions went from 2 to 3.
- Added an office in Huntsville, TX.

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $182,035,290 to $225,517,087 (+24%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Miller Wealth Advisors, LLC (CRD 171329): Form ADV filing data as of October 2026.