Brown | Miller Wealth Management, LLC logo

Brown | Miller Wealth Management, LLC

Updated today

Client assets under management

$947,087,742

Clients

487

57% high-net worth

Advisors

11

of 11 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

44

Low

Average account size

$1,944,739

About

Brown Miller Wealth Management is a fee-only registered investment adviser that serves individuals, high‑net‑worth clients, trusts, retirement plans and other institutional entities. The firm provides investment and wealth management, financial planning and consulting, selection and oversight of independent managers, and fiduciary and non‑fiduciary services for plan sponsors.

The firm uses a goal‑oriented process that combines active and passive strategies across equities, fixed income, ETFs and mutual funds, tailoring allocations to clients’ cash‑flow needs, tax considerations and risk profiles. It routinely integrates third‑party independent managers, conducts due diligence on those managers, and employs a UMA overlay (Axxcess) and TradePMR for trade execution and to manage held‑away assets such as 401(k)s, 529s and annuities.

Distinctive features relative to many peers include the explicit management of held‑away retirement and insurance assets via a third‑party platform with the ability to exercise discretionary authority and the firm’s disclosed use of alternative investments in certain portfolios. Founded in 2019, the firm has expanded to a multi‑advisor team while emphasizing ongoing monitoring of third‑party managers and adherence to a fiduciary standard.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments Tax-loss harvesting Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Fixed fees for financial planning and consulting services; financial analysis fee shall not exceed $20,000

Percentage

$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.85% $2,000,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.65% $5,000,000 - $10,000,000: 0.55% $10,000,000+: 0.40%

Project-based

Financial planning and consulting services hourly rate (specific rates not stated)

Other

Account minimum: $500,000 - $1,000,000 per household (generally required, but may be waived at firm's discretion) Fee-only: Fee-only basis; fees vary by service and may be negotiated

Main office location

Brown | Miller Wealth Management, LLC

8280 Greensboro Drive, Suite 220

Mclean VA 22102, United States

Number of offices

1

Most active in

Arizona · California · Colorado · District of Columbia · Florida · Georgia · Louisiana · Maryland · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Texas · Vermont · Virginia · West Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Panagiotis P

Series 65

Mclean, VA

Brown | Miller Wealth Management, LLC

Panagiotis Plevritis is a financial advisor at Brown | Miller Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms, including ALMA Bank and Northwestern Mutual Investment Services LLC, before joining Brown | Miller in 2022. Brown | Miller Wealth Management provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, businesses, and institutional entities. The firm employs a goal-oriented, tax-aware asset allocation approach that blends active and passive strategies and utilizes third-party managers and UMA overlays.

Private / alternative investments Tax-loss harvesting Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Kyler S

CFP®

Mclean, VA

Brown | Miller Wealth Management, LLC

Kyler Stephens is a CFP® professional with two years of industry experience, currently serving at Brown | Miller Wealth Management, LLC. Prior to joining Brown Miller Wealth Management in 2025, he worked at Cerity Partners LLC, FJY Financial, and Traditions Wealth Advisors. He also has a background in education from Texas A&M University. Brown Miller Wealth Management provides investment management, financial planning, and fiduciary services to individuals, high-net-worth clients, trusts, businesses, and institutional entities. The firm employs a goal-oriented, tax-aware investment approach that blends active and passive strategies and integrates third-party managers and UMA platforms to manage approximately $827.9 million in assets.

Private / alternative investments Tax-loss harvesting Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Hunter A

Series 66

Mclean, VA

Brown | Miller Wealth Management, LLC

Hunter Adams is a financial advisor at Brown | Miller Wealth Management, LLC with four years of industry experience. He holds the Series 66 designation and has worked previously at Merrill Lynch, Pierce, Fenner & Smith Incorporated. His background also includes roles in education and the hospitality industry. Brown | Miller Wealth Management provides investment management, financial planning, and fiduciary services to individuals, high-net-worth clients, trusts, businesses, and institutional entities. The firm employs a goal-oriented, tax-aware asset allocation strategy combining active and passive investments and utilizes third-party managers and UMA platforms to enhance portfolio oversight and tax efficiency.

Private / alternative investments Tax-loss harvesting Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Christopher B

CFP®, Series 63, Series 65

Mclean, VA

Brown | Miller Wealth Management, LLC

Christopher Brown is a CFP® with 33 years of experience in the financial services industry. He has been with Brown | Miller Wealth Management, LLC since 2020 and previously worked at Wells Fargo Clearing Services, LLC for 12 years. He serves as an emeritus trustee for the University of Georgia Foundation. Brown | Miller Wealth Management provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, businesses, and institutional entities. The firm employs a goal-oriented, tax-aware investment process that integrates active and passive strategies and uses third-party managers and UMA overlays to deliver discretionary portfolio management and fiduciary services.

Private / alternative investments Tax-loss harvesting Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

David M

CFP®, Series 63, Series 66

Mclean, VA

Brown | Miller Wealth Management, LLC

David Miller is a CFP® professional with 24 years of experience in the financial services industry. He has worked at Brown | Miller Wealth Management, LLC since 2020 and previously spent 12 years with Wells Fargo Clearing Services, LLC. He holds Series 63 and Series 66 licenses. Brown | Miller Wealth Management provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, businesses, and institutional entities. The firm employs a goal-oriented, tax-aware asset allocation strategy that combines active and passive investments and incorporates third-party managers and UMA overlays.

Private / alternative investments Tax-loss harvesting Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Rosemary Y

Series 66

Mclean, VA

Brown | Miller Wealth Management, LLC

Rosemary Yue is a financial advisor at Brown | Miller Wealth Management, LLC with 18 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC for nine years before joining her current firm in 2020. Brown | Miller Wealth Management offers investment management, financial planning, and fiduciary services to individuals, high-net-worth clients, trusts, businesses, and institutional entities. The firm employs a goal-oriented, tax-aware investment approach that combines active and passive strategies and integrates third-party managers and UMA overlays.

Private / alternative investments Tax-loss harvesting Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Elizabeth S

CFP®, Series 63, Series 66

Mclean, VA

Brown | Miller Wealth Management, LLC

Elizabeth Sharp is a CFP® with 10 years of industry experience, currently serving as an advisor at Brown | Miller Wealth Management, LLC. Her prior roles include positions at Seia LLC and Zhang Financial. Brown | Miller Wealth Management provides investment management, financial planning, and fiduciary services to individuals, high-net-worth clients, trusts, businesses, and institutional entities. The firm employs a goal-oriented, tax-aware investment approach that blends active and passive strategies and utilizes third-party managers and UMA overlays.

Private / alternative investments Tax-loss harvesting Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Jason S

Series 65, Series 66

Mclean, VA

Brown | Miller Wealth Management, LLC

Jason Seney is a financial advisor at Brown | Miller Wealth Management, LLC with nine years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Chevy Chase Trust and Morgan Stanley. Brown | Miller Wealth Management provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, businesses, and institutional entities. The firm offers a goal-oriented, tax-aware investment approach that combines active and passive strategies and utilizes third-party managers and a unified managed account platform.

Private / alternative investments Tax-loss harvesting Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Hugh Q

CFP®, Series 65

Mclean, VA

Brown | Miller Wealth Management, LLC

Hugh Quinn is a CFP® with two years of industry experience, currently serving as a financial advisor at Brown | Miller Wealth Management, LLC. His prior experience includes roles at Cerity Partners LLC, McAdam LLC, and Northwestern Mutual. Brown | Miller Wealth Management provides investment management, financial planning, and fiduciary services to individuals, high-net-worth clients, trusts, businesses, and institutional entities. The firm employs a goal-oriented, tax-aware asset allocation strategy that combines active and passive investments and integrates third-party managers and UMA overlays.

Private / alternative investments Tax-loss harvesting Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Brittany H

Series 65

Mclean, VA

Brown | Miller Wealth Management, LLC

Brittany Heath is a financial advisor at Brown | Miller Wealth Management, LLC with five years of industry experience. She holds the Series 65 designation and previously worked at Navy Federal Title Services and PNC Bank. Brown | Miller Wealth Management provides investment management, financial planning, and consulting services for individuals, high-net-worth clients, trusts, businesses, and institutional entities. The firm uses a goal-oriented, tax-aware asset allocation approach that combines active and passive strategies and integrates third-party managers and platforms for comprehensive portfolio oversight.

Private / alternative investments Tax-loss harvesting Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Timothy F

CFP®, Series 66

Mclean, VA

Brown | Miller Wealth Management, LLC

Timothy Flanigan is a CFP® with 17 years of industry experience, currently serving as an advisor at Brown | Miller Wealth Management, LLC since 2020. His prior roles include positions at Wells Fargo Clearing and Investments Professionals Inc. Brown | Miller Wealth Management provides investment management, financial planning, and fiduciary services to individuals, high-net-worth clients, trusts, businesses, and institutional entities. The firm employs a goal-oriented, tax-aware asset allocation approach that combines active and passive strategies and integrates third-party managers and a UMA overlay to deliver discretionary portfolio management and advisory services.

Private / alternative investments Tax-loss harvesting Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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