Miller Wealth Advisors is an investment advisor in Ridgway with $177.89 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
465339030
SEC advisor number
801-121737
FINRA CRD number
171329
AUM ?
$177.89 mm
(as of 10 Oct 22)
Accounts
317
(as of 10 Oct 22)
Employees
2
(2 investment advisory or research)
Office hours
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Miller, Bert, Earl | Managing Member and Chief Compliance Officer | 04/2014 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
27 Jul 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22