MILLER AVENUE ADVISORS LLC
SEC RegisteredApproachable. Attentive. Accountable.
About the firm
Miller Avenue Advisors offers a highly personalized wealth management service, acting as a personal CFO to guide clients through the financial landscape. Their boutique approach emphasizes dynamic planning, fiduciary integrity, and a relentless commitment to handling clients' financial affairs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers wealth management services including investment management, tax planning, estate planning, cash flow planning, risk management, retirement planning, education planning, stock compensation planning, company benefits optimization, real estate review, financial projections, and strategic philanthropy.
Who they serve
Individuals with unique financial circumstances, including those working in tech, startups, established companies, or self-employed, as well as those with estate planning, retirement, and philanthropic needs.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 12 | $8.5M |
| High Net Worth Individuals | 68 | $272M |
| Charitable Organizations | 1 | $1.1M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MILLER AVENUE ADVISORS 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.