Miles Wealth Management, LLC

Miles Wealth Management, LLC (CRD# 166621) is a financial advisory firm headquartered in Houston, TX. They manage $26,086,841 in 125 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $208,695
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, GA, LA, MI, TX

Financial Advisors at Miles Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Willie Miles
CRD#: 3149869
10700 Richmond Ave., Suite 240, Houston, TX 77042
86
Wealthminder
score

Willie Miles (CRD# 3149869) is an Investment Advisor Representative working at Miles Wealth Management, LLC in Houston, TX and has over 18 years of experience in the finance industry. Willie Miles has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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