Investment adviser · CRD 304853
MILLER PRIVATE WEALTH LLC
Investment adviser filing (IA)
OKLAHOMA CITY, OK, United States · Form ADV filed Dec 5, 2022
- Regulatory AUM
- $183M Form ADV · Item 5.F
- Client accounts
- 494 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 40 | $145,739,696 | 79.7% |
| Individuals | 179 | $35,988,161 | 19.7% |
| Corporations & businesses | 1 | $831,000 | 0.5% |
| Charities | 1 | $311,000 | 0.2% |
Filing source
Form ADV 1692447 · Dec 5, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Dec 5, 2022. View historical filings
Reported services
Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets
Principal office
5700 NW 130TH STREET, SUITE 1OKLAHOMA CITY, OK, 73142, United States
CRD 304853
Filing source
Form ADV 1692447 · Dec 5, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.