MILLER WEALTH ADVISORS, LLC
SEC RegisteredRetirement Planning Success Starts with you
About the firm
Miller Wealth Advisors is a Registered Investment Advisory firm founded and managed by Bert Miller, CPA, CLU®, ChFC®, who has focused on retirement planning and investment management for over 30 years. The firm manages individual portfolios and coordinates all aspects of a client's wealth based on their individual needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, investment management, individual portfolio design, implementation, and ongoing management coordinating all aspects of a client's wealth.
Who they serve
Retirees from major oil companies including ExxonMobil, Shell, Texaco, and Chevron, as well as prospective retirees seeking retirement planning guidance.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 45 | $18M |
| High Net Worth Individuals | 71 | $208M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 24, 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 WEALTH 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.