Miles Wealth Management, LLC

Miles Wealth Management, LLC (CRD# 166621) is a financial advisory firm headquartered in Houston, TX. They manage $3,160,000 in 32 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6340 N. Eldridge Pkwy, #n121, Houston, TX 77041
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $98,750
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Miles Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Willie Miles, financial advisor Houston TX
Willie Miles
CRD#: 3149869
Houston, TX

Willie Miles (CRD# 3149869) is an Investment Advisor Representative working at Miles Wealth Management, LLC in Houston, TX and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals