MILES WEALTH MANAGEMENT, L.L.C.

MILES WEALTH MANAGEMENT, L.L.C. is an SEC-registered investment adviser (CRD 166621). Regulatory assets under management: $8.6M.

Registration

• CRD: 166621
• Type: Registered investment adviser
• Phone: 713-927-5292
• Latest filing: 2026-04-01
• Regulatory AUM: $8.6M
• Discretionary AUM: $8.6M
• Clients: 1
• Accounts: 30

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166621 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search