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MILLER AVENUE ADVISORS LLC

MILL VALLEY, CA · CRD 313523 · IAPD ↗ · milleraveadvisors.com · 415-888-8472

$281.2MRegulatory AUM
3Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — MILLER AVENUE ADVISORS LLC reported RAUM up 51% ($186.5M -> $281.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2025 — MILLER AVENUE ADVISORS LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2025 — MILLER AVENUE ADVISORS LLC reported RAUM up 51% ($123.2M -> $186.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
November 2024 — MILLER AVENUE ADVISORS LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
May 2024 — MILLER AVENUE ADVISORS LLC (MILL VALLEY, CA) is newly SEC-registered with $123.2M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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