BROWN | MILLER WEALTH MANAGEMENT, LLC
SEC RegisteredDiscover. Design. Deliver.
About the firm
Brown | Miller Wealth Management is an independent registered investment adviser founded in 2020 by Christopher W. Brown and David A. Miller, who left Wells Fargo Advisors to form the firm. The team has over 90 years of combined experience and focuses on providing personalized, fiduciary-based financial planning and investment management services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Full-service wealth management including retirement planning, investment management services, financial planning, and custom investment strategies delivered through a three-step Discover-Design-Deliver process.
Who they serve
Clients in the Washington DC area seeking customized investment management and planning services, including those involved in transferring or receiving family wealth and individuals at any stage of life.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 207 | $53M |
| High Net Worth Individuals | 280 | $894M |
| Charitable Organizations | 7 | $30M |
| State/Municipal Entities | 9 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.25% |
| Next $500,000 | 1.00% |
| Next $1,000,000 | 0.85% |
| Next $1,000,000 | 0.75% |
| Next $2,000,000 | 0.65% |
| Next $5,000,000 | 0.55% |
| Above $10,000,000 | 0.40% |
Data as of April 14, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BROWN | MILLER WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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