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MILLER INVESTMENT MANAGEMENT, LP

WEST CONSHOHOCKEN, PA · CRD 108380 · IAPD ↗ · millerinv.com · 610-834-9820

$7.10BRegulatory AUM
7Advisory reps
18Employees
5Clients
26-50Planning clients
12Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — MILLER INVESTMENT MANAGEMENT, LP notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — MILLER INVESTMENT MANAGEMENT, LP reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2024 — MILLER INVESTMENT MANAGEMENT, LP reported RAUM up 25% ($5.09B -> $6.37B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.