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BROWN | MILLER WEALTH MANAGEMENT, LLC
CRD 305742 · SEC 801-117810
8280 GREENSBORO DRIVE, SUITE 220, MCLEAN, VA, 22102, United States
Phone
703-972-1950
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$991.1M
Discretionary AUM
$943.0M
Team
11 total employees; 11 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 207 | $53.0M |
| High net worth individuals | 280 | $894.1M |
| Pension/profit sharing plans | 7 | $29.8M |
| Charitable organizations | 9 | $11.8M |
| Corporations/business entities | 5 | $2.5M |
States served
VT, AZ, CA, CO, DC, GA, LA, MD, MA, NJ, NY, NC, OH, PA, SC, VA, WV, TX, NH, FL
All web addresses on file
- https://brownmillerwm.com/
- https://www.linkedin.com/company/brownmillerwealthmanagement
- https://www.linkedin.com/in/christopherwbrowncfp/
- https://www.linkedin.com/in/davidamillercfp/
- https://www.linkedin.com/in/rosemaryyue/
- https://twitter.com/CWBROWNBMWM
- https://www.facebook.com/profile.php?id=100079229282920
Official SEC filing: View on IAPD