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RIA / WealthAdvisor43 years in industry

BERT EARL MILLER

Advisor at MILLER WEALTH ADVISORS, LLC

RIDGWAY, CO

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Search this name across graphsid dfx:ria:f7ef3ea0-52a6-9506-b394-3a1c0b4c2ad5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 23, 2003 to Sep 14, 2026

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

Current firm: MILLER WEALTH ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 1983earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Sep 1, 1983
First registration: Jan 23, 2003
Dual registered: no
IAPD individual key: 1145903

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MILLER WEALTH ADVISORS, LLC	Independent wealth	May 14, 2014	n/a	yes	RIDGWAY, CO	Current employment
SANDERS MORRIS LLC	Independent wealth	Mar 19, 2007	Apr 15, 2014	no	THE WOODLANDS, TX\|THE WOODLANDS, TX\|HOUSTON, TX\|HUNTSVILLE, TX\|HOUSTON, TX	Previous registration
SMH CAPITAL ADVISORS LLC	Institutional manager	Mar 9, 2005	Dec 31, 2006	no	HOUSTON, TX	Previous registration
MILLER-GREEN FINANCIAL SERVICES LLC	Former SEC adviser	Jan 23, 2003	Apr 10, 2014	no	HOUSTON, TX\|HOUSTON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SANDERS MORRIS LLC	MILLER WEALTH ADVISORS, LLC	Apr 15, 2014	May 14, 2014	29	Firm change	Other
MILLER-GREEN FINANCIAL SERVICES LLC	SMH CAPITAL ADVISORS LLC	Apr 10, 2014	Mar 9, 2005	-3,319	Firm change after gap	Other
SMH CAPITAL ADVISORS LLC	SANDERS MORRIS LLC	Dec 31, 2006	Mar 19, 2007	78	Bulk transfer	Other

Relationships

Registered with (4)

→ MILLER WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
May 14, 2014 to presentfactForm ADV
→ SANDERS MORRIS LLCRegistered adviserregistration: previous registration
Mar 19, 2007 to Apr 15, 2014factForm ADV
→ MILLER-GREEN FINANCIAL SERVICES LLCRegistered adviserregistration: previous registration
Jan 23, 2003 to Apr 10, 2014factForm ADV
→ SMH CAPITAL ADVISORS LLCRegistered adviserregistration: previous registration
Mar 9, 2005 to Dec 31, 2006factForm ADV

Dated events

No dated event names this entity yet.