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BROWN | MILLER WEALTH MANAGEMENT, LLC

MCLEAN, VA · CRD 305742 · IAPD ↗ · brownmillerwm.com · 703-972-1950

$991.1MRegulatory AUM
11Advisory reps
11Employees
0Clients
0Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — BROWN | MILLER WEALTH MANAGEMENT, LLC grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
July 2025 — BROWN | MILLER WEALTH MANAGEMENT, LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2025 — BROWN | MILLER WEALTH MANAGEMENT, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2025 — BROWN | MILLER WEALTH MANAGEMENT, LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
49
February 2024 — BROWN | MILLER WEALTH MANAGEMENT, LLC notice-filed in LA, VT, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
February 2024 — BROWN | MILLER WEALTH MANAGEMENT, LLC reported RAUM up 26% ($544.5M -> $685.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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