Firm profile

BROWN | MILLER WEALTH MANAGEMENT, LLC

MCLEAN, VACRD 305742Latest ADV April 14, 2026

Brown | Miller Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mclean, VA. Its latest Form ADV filing, dated April 14, 2026, reports $991M in regulatory assets under management, 11 employees, and 2,704 accounts.

Assets Under Management
$991M
Employees
11
Offices
--
Total Clients
508
Primary office
MCLEAN, VA
8280 GREENSBORO DRIVE, SUITE 220, MCLEAN, VA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOElizabeth H. Sharp

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 55.1% of total clients.
Top client categories% of clientsClients
1
HNWI
55.1%
280
2
Individuals
40.7%
207
3
Charitable
1.8%
9
4
Pension Plans
1.4%
7
5
Corporations
1.0%
5

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$991Mas of April 14, 2026
Discretionary95.2%
$943M
95% of total RAUM95.2%
Non-discretionary4.8%
$48M
5% of total RAUM4.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$991M
Total Accounts2,704
10Y AUM Change+$991M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees11
Clients per Employee46:1
10Y Employee Change+6 (+120.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.