← Tributary

MILLER WEALTH ADVISORS, LLC

· CRD 171329 · IAPD ↗ · miller-wealthadvisors.com · (713) 252-1661

$225.5MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
September 2026 — MILLER WEALTH ADVISORS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
62
April 2024 — MILLER WEALTH ADVISORS, LLC reported RAUM up 39% ($105.8M -> $146.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2024 — MILLER WEALTH ADVISORS, LLC now reports custody of client assets ($163.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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