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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BROWN | MILLER WEALTH MANAGEMENT, LLC

CRD 305742

MCLEAN, VA

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:ea7f1080-5873-c0e8-9c3e-78f1872dd903

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 3
On other graphs: 0
Observed: Nov 18, 2019 to Sep 15, 2026
20 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=0.96 fund_share=0.0 institutional_share=0.04 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $991MItem 5.F on the latest filing (2026-09-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $943M
Private client RAUM: $947MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $90.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 11
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,704
Individual clients: 207
High net worth clients: 280
Custody, client assets: $156M
SEC number: 801-117810
CRD: 305742
Filings on the tape: 20
First filed: Nov 18, 2019
Latest filed: Sep 15, 2026
Organised: Limited Liability Company, VA
Website: brownmillerwm.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
CHRISTOPHER WILLIAM BROWN	Certified Financial Planner	MCLEAN, VA	6	33	2	no
DAVID ALAN MILLER	Certified Financial Planner	MCLEAN, VA	6	24	2	no
TIMOTHY STEVEN FLANIGAN	Certified Financial Planner	MCLEAN, VA	6	17	3	no
ROSEMARY BEHIZADEH YUE	n/a	MCLEAN, VA	6	21	3	no
ELIZABETH HILARY SHARP	Certified Financial Planner	MCLEAN, VA	5	17	2	no
Panagiotis Plevritis	n/a	MCLEAN, VA	3	10	n/a	no
Hunter Brooks Adams	Certified Financial Planner	MCLEAN, VA	3	14	1	no
Hugh Quinn	Certified Financial Planner	MCLEAN, VA	2	11	1	no
JASON PATRICK SENEY	n/a	MCLEAN, VA	2	13	1	no
Brittany Michelle Heath	n/a	MCLEAN, VA	1	13	n/a	no
Kyler William Stephens	Certified Financial Planner	MCLEAN, VA	0	13	1	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
BROWN, CHRISTOPHER, WILLIAM	FOUNDER, MANAGING PRINCIPAL	D	yes	07/2019	Nov 18, 2019	Aug 27, 2024
MILLER, DAVID, ALAN	FOUNDER & PRINCIPAL	D	yes	07/2019	Nov 18, 2019	Aug 27, 2024
SHARP, ELIZABETH, HILARY	CHIEF COMPLIANCE OFFICER	Na	no	01/2024	Feb 2, 2024	Aug 27, 2024

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; showing 7 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Apr 14, 2026	$991M	$943M	11	11	n/a	n/a
2024	Mar 4, 2025	$828M	$789M	10	9	n/a	n/a
2023	Feb 2, 2024	$686M	$652M	8	7	n/a	n/a
2022	Feb 17, 2023	$544M	$517M	7	6	n/a	n/a
2021	Feb 15, 2022	$612M	$576M	7	5	n/a	n/a
2020	Feb 18, 2021	$495M	$467M	6	5	n/a	n/a
2019	Mar 30, 2020	$336M	$336M	5	4	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
1	0	1	0.0%	0	0	0	3	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	$991M	$828M	19.7%	$544M	22.1%	11	10	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WELLS FARGO ADVISORS	4	Mar 9, 2020	Mar 4, 2020	WASHINGTON, DC	Team lift out	Wirehouse to new firm	0.0%

Relationships

Registered with (11)

← Kyler William StephensAdvisorregistration: current employment
Oct 1, 2025 to presentfactForm ADV
← Brittany Michelle HeathAdvisorregistration: current employment
Sep 15, 2025 to presentfactForm ADV
← JASON PATRICK SENEYAdvisorregistration: current employment
Jul 29, 2024 to presentfactForm ADV
← Hugh QuinnAdvisorregistration: current employment
Jul 17, 2024 to presentfactForm ADV
← Hunter Brooks AdamsAdvisorregistration: current employment
Sep 19, 2023 to presentfactForm ADV
← Panagiotis PlevritisAdvisorregistration: current employment
Oct 17, 2022 to presentfactForm ADV
← ELIZABETH HILARY SHARPAdvisorregistration: current employment
Nov 30, 2020 to presentfactForm ADV
← ROSEMARY BEHIZADEH YUEAdvisorregistration: current employment
Mar 4, 2020 to presentfactForm ADV
← CHRISTOPHER WILLIAM BROWNAdvisorregistration: current employment
Mar 3, 2020 to presentfactForm ADV
← DAVID ALAN MILLERAdvisorregistration: current employment
Mar 3, 2020 to presentfactForm ADV
← TIMOTHY STEVEN FLANIGANAdvisorregistration: current employment
Mar 3, 2020 to presentfactForm ADV

Controls (2)

← BROWN, CHRISTOPHER, WILLIAMOwnerFOUNDER, MANAGING PRINCIPAL, ownership code D, individual
Nov 18, 2019 to Aug 27, 2024factForm ADV
← MILLER, DAVID, ALANOwnerFOUNDER & PRINCIPAL, ownership code D, individual
Nov 18, 2019 to Aug 27, 2024factForm ADV

Owns (1)

← SHARP, ELIZABETH, HILARYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 2, 2024 to Aug 27, 2024factForm ADV

Moved with (1)

← WELLS FARGO ADVISORSRegistered adviser4 advisors, team lift out, same day
Mar 9, 2020 to Mar 4, 2020factForm ADV

Dated events

Occurred
Feb 2, 2024
Regulatory AUM changed
Brown | Miller Wealth Management, Llc reported RAUM $685.6M, up 26% from $544.5M (2023-02-17 to 2024-02-02)
Form ADVobserved 6 days ago
$141M
Occurred
Feb 18, 2021
Regulatory AUM changed
Brown | Miller Wealth Management, Llc reported RAUM $494.6M, up 47% from $336.1M (2020-08-04 to 2021-02-18)
Form ADVobserved 6 days ago
$158M
Occurred
Nov 18, 2019
First Form ADV filing
Brown | Miller Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ea7f1080-5873-c0e8-9c3e-78f1872dd903
First observed: Nov 18, 2019
Last observed: Sep 15, 2026 6 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.

BROWN | MILLER WEALTH MANAGEMENT, LLC

CRD 305742

MCLEAN, VA

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:ea7f1080-5873-c0e8-9c3e-78f1872dd903

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:06 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHRISTOPHER WILLIAM BROWN

Certified Financial Planner

MCLEAN, VA

DAVID ALAN MILLER

Certified Financial Planner

MCLEAN, VA

TIMOTHY STEVEN FLANIGAN

Certified Financial Planner

MCLEAN, VA

ROSEMARY BEHIZADEH YUE

n/a

MCLEAN, VA

ELIZABETH HILARY SHARP

Certified Financial Planner

MCLEAN, VA

Panagiotis Plevritis

n/a

MCLEAN, VA

n/a

Hunter Brooks Adams

Certified Financial Planner

MCLEAN, VA

Hugh Quinn

Certified Financial Planner

MCLEAN, VA

JASON PATRICK SENEY

n/a

MCLEAN, VA

Brittany Michelle Heath

n/a

MCLEAN, VA

n/a

Kyler William Stephens

Certified Financial Planner

MCLEAN, VA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BROWN, CHRISTOPHER, WILLIAM

FOUNDER, MANAGING PRINCIPAL

yes

07/2019

Nov 18, 2019

Aug 27, 2024

MILLER, DAVID, ALAN

FOUNDER & PRINCIPAL

yes

07/2019

Nov 18, 2019

Aug 27, 2024

SHARP, ELIZABETH, HILARY

CHIEF COMPLIANCE OFFICER

01/2024

Feb 2, 2024

Aug 27, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 14, 2026

$991M

$943M

n/a

2024

Mar 4, 2025

$828M

$789M

n/a

2023

Feb 2, 2024

$686M

$652M

n/a

2022

Feb 17, 2023

$544M

$517M

n/a

2021

Feb 15, 2022

$612M

$576M

n/a

2020

Feb 18, 2021

$495M

$467M

n/a

2019

Mar 30, 2020

$336M

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

$991M

$828M

19.7%

$544M

22.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WELLS FARGO ADVISORS

Mar 9, 2020

Mar 4, 2020

WASHINGTON, DC

Team lift out

Wirehouse to new firm

0.0%