Brown | Miller Wealth Management, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 305742
· SEC file 801-117810
· Mclean, VA
· brownmillerwm.com
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ADV data as of Apr 14, 2026
- Regulatory AUM
- $991M
- Discretionary
- $943M
- Clients
- 508
- Avg AUM / client
- $2.0M
- Accounts
- 2,704
- Employees
- 11
AUM over time
$0
$991M
Nov 2019
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 207 | $53.0M | 5.35% |
| High net worth individuals | 280 | $894M | 90.2% |
| Pension and profit sharing plans | 7 | $29.8M | 3.0% |
| Charitable organizations | 9 | $11.8M | 1.19% |
| Corporations and other businesses | 5 | $2.5M | 0.25% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher William Brown | Founder, Managing Principal | CFP | Jul 2019 (7y) | 50% – 75% |
| David Alan Miller | Founder & Principal | CFP | Jul 2019 (7y) | 50% – 75% |
| Elizabeth Hilary Sharp | Chief Compliance Officer | CFP | Nov 2020 (6y) | Less than 5% |
| Timothy Steven Flanigan | Registered representative | CFP | Mar 2020 (6y) | |
| Rosemary Behizadeh Yue | Registered representative | Mar 2020 (6y) | ||
| Panagiotis Plevritis | Registered representative | Oct 2022 (4y) | ||
| Hunter Brooks Adams | Registered representative | CFP | Sep 2023 (3y) | |
| Hugh Quinn | Registered representative | CFP | Jul 2024 (2y) | |
| Jason Patrick Seney | Registered representative | Jul 2024 (2y) | ||
| Brittany Michelle Heath | Registered representative | Sep 2025 (1y) | ||
| Kyler William Stephens | Registered representative | CFP | Oct 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/14/2026 | 901 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Wells Fargo $922M (93% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 14, 2026.
View current Form ADV (SEC/IAPD) ↗