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MILLER WEALTH MANAGEMENT

GILBERT, AZ · CRD 342288 · IAPD ↗ · 480-613-7400

$100.4MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
October 2026 — MILLER WEALTH MANAGEMENT's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
August 2026 — MILLER WEALTH MANAGEMENT (GILBERT, AZ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 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.