RIA Intel›Advisers›Texas›MILES WEALTH MANAGEMENT, L.L.C.

MILES WEALTH MANAGEMENT, L.L.C.

Advisory

Data as of Apr 1, 2026 · Source: SEC Form ADV

Rank in TX

#2,384

of 2,813 advisers by AUM

Average account

$287K

across 30 accounts

AUM per adviser

$9M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 1, 2026.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$9M

Discretionary AUM$9M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients27

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

27 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

MOORING BAY CAPITAL MANAGEMENT, LLC

DALLAS, TX

$9M

WOOD WEALTH MANAGEMENT LLC

DALLAS, TX

$9M

MINDFUL INVESTING LLC

$8M

FRUIT OF THE VINE FINANCIAL, LLC

NEW BRAUNFELS, TX

$8M

ATAROKE WEALTH LLC

$9M

F3 WEALTH MANAGEMENT, LLC

$8M

Get the full picture on MILES WEALTH MANAGEMENT, L.L.C.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track MILES WEALTH MANAGEMENT, L.L.C. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans