Miller Wealth Advisors, LLC
Miller Wealth Advisors, LLC (CRD# 171329) is a financial advisory firm headquartered in Ouray, CO. They manage $43,167,260 in 49 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management43MILLION
Total Number of Accounts49ACCOUNTS
Average Account Value$880,964
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Bert Miller (CRD# 1145903) is an Investment Advisor Representative working at Miller Wealth Advisors, LLC in Ridgway, CO and has over 34 years of experience in the finance industry. Bert Miller 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.