Miros Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,358,458
Clients
36
19% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
36
HighAverage account size
$148,846
About
Miros Wealth serves individuals (including high-net-worth clients), retirement plan sponsors, trusts, estates, and other institutional clients, managing roughly $5.36 million across 36 client relationships. The firm offers asset management, comprehensive and advanced financial planning, qualified plan consulting, consulting services, and life and health insurance products through affiliated insurance entities, and it periodically distributes client newsletters.
The firm's investment approach emphasizes tailored asset-allocation frameworks informed by proprietary quantitative analysis, a mix of active and passive strategies to balance cost and tax efficiency, and an explicit policy not to attempt market timing. Although the advisor can accept discretionary authority, the Form ADV indicates most assets are managed non-discretionarily (approximately $800k discretionary vs $4.56m non-discretionary), and accounts are monitored on an ongoing basis with at least quarterly reviews.
Notable distinctions include the firm’s ongoing client communications and educational activities — newsletters and a principal with university teaching and military financial counseling experience suggest an emphasis on client education and occasional workshops. The adviser also operates affiliated life and health insurance activities (with disclosed commission arrangements) and advises on foreign securities and currency risk, and the Form ADV indicates a more significant non-U.S. client exposure than is typical for similar firms.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
General retirement planning
Income planning
Medicare planning
General tax planning
Wealth management
Fee options
$1,100 to $20,000 depending on service type (e.g., $15,000 – $20,000 for Advanced Comprehensive Planning, $5,000 – $8,000 for Comprehensive Planning, $2,500 – $4,000 for Financial Planning, $1,100 – $2,500 for Financial Review)
$0 - $3,000,000: 1.00% $3,000,001 - $10,000,000: 0.75% $10,000,001 - $50,000,000: 0.60% $50,000,001+: 0.50%
$150 per hour
Account minimum: $250,000
Most active in
Miros Wealth LLC has reported serving >5 clients in these states in the last 12 months.
Kansas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")