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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MILLER WEALTH ADVISORS, LLC

CRD 171329

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1871b87b-d671-427a-c8e2-43d47cedcc4c

Data as of Aug 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 29, 2014 to Aug 27, 2026
26 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $226MItem 5.F on the latest filing (2026-08-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $226M
Private client RAUM: $226MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $75.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 334
Individual clients: 45
High net worth clients: 71
Custody, client assets: $202M
SEC number: 801-121737
CRD: 171329
Filings on the tape: 26
First filed: Apr 29, 2014
Latest filed: Aug 27, 2026
Organised: Limited Liability Company, TX
Website: miller-wealthadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BERT EARL MILLER	n/a	RIDGWAY, CO	12	43	3	no
DON EDWARD GILBERT	n/a	Fayetteville, AR \| RIDGWAY, CO	9	36	1	no
Ross Sylvester Ohendalski	n/a	RIDGWAY, CO \| Huntsville, TX	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MILLER, BERT, EARL	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	yes	04/2014	Apr 29, 2014	Nov 11, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$226M	$226M	2	2	1	n/a	n/a
2024	Mar 14, 2025	$182M	$182M	2	2	1	n/a	n/a
2023	Mar 19, 2024	$178M	$178M	2	2	1	n/a	n/a
2022	Mar 16, 2023	$140M	$140M	2	2	1	n/a	n/a
2021	Mar 9, 2022	$178M	$178M	2	2	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$226M	$182M	23.9%	$140M	17.1%	3	2	2	1

Relationships

Registered with (3)

← Ross Sylvester OhendalskiAdvisorregistration: current employment
Sep 3, 2026 to presentfactForm ADV
← DON EDWARD GILBERTAdvisorregistration: current employment
Mar 14, 2017 to presentfactForm ADV
← BERT EARL MILLERAdvisorregistration: current employment
May 14, 2014 to presentfactForm ADV

Controls (1)

← MILLER, BERT, EARLOwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Apr 29, 2014 to Nov 11, 2024factForm ADV

Dated events

Occurred
Apr 29, 2014
First Form ADV filing
Miller Wealth Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1871b87b-d671-427a-c8e2-43d47cedcc4c
First observed: Apr 29, 2014
Last observed: Aug 27, 2026 25 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MILLER WEALTH ADVISORS, LLC

CRD 171329

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1871b87b-d671-427a-c8e2-43d47cedcc4c

Data as of Aug 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:45 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BERT EARL MILLER

n/a

RIDGWAY, CO

DON EDWARD GILBERT

n/a

Fayetteville, AR | RIDGWAY, CO

Ross Sylvester Ohendalski

n/a

RIDGWAY, CO | Huntsville, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MILLER, BERT, EARL

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

04/2014

Apr 29, 2014

Nov 11, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$226M

n/a

2024

Mar 14, 2025

$182M

n/a

2023

Mar 19, 2024

$178M

n/a

2022

Mar 16, 2023

$140M

n/a

2021

Mar 9, 2022

$178M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$226M

$182M

23.9%

$140M

17.1%