RIA IntelAdvisersWisconsinMILLER, RANDALL LEE

MILLER, RANDALL LEE

Advisory

WI

Data as of Mar 24, 2026 · Source: SEC Form ADV

Average account
$1M
across 9 accounts
AUM per adviser
$11M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM
$11M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$11M
Discretionary AUM$0
Non-Discretionary AUM$11M
Discretionary %0%
Total Clients9
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InWI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WI

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

CIRCLE R WEALTH LLC
CRIVITZ, WI
$11M
PREPARED FINANCIAL PLANNING LLC
$11M
FREEDOM INVESTORS CORP.
BROOKFIELD, WI
$12M
-79.5% 1Y
ARNOLD INVESTMENT COUNSEL INC
DELAFIELD, WI
$12M
-26.2% 1Y
BOBERSKI & CO
SISTER BAY, WI
$12M
-5.0% 1Y
RED GRANITE WEALTH MANAGEMENT, LLC
MANITOWOC, WI
$12M

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