BROWN | MILLER WEALTH MANAGEMENT, LLC

CRD

305742

SEC file #

801-117810

EIN

842659987

DBA names

—

Economics

AUM

$991.1M

AUM band

$500M-$1B

AUM trajectory

'21 · $336.1M

'22 · $611.8M

'23 · $611.8M

'25 · $827.9M

'26 · $991.1M

'21'26

$336.1M → $991.1M▲ +195%

sec adv history

Client mix

Individuals High Net Worth	280
Individuals Other	207
Charitable Organizations	9
Pension Profit Sharing Plans	7
Corporations	5

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 4 advisors

'21 · 4 advisors

'22 · 5 advisors

'23 · 6 advisors

'25 · 9 advisors

'26 · 11 advisors

'20'26

4 advisors → 11 advisors▲ +175%

sec adv history

Primary office

MCLEAN VA

Branches

—

Custodian & Brokerage

Primary custodian

Wells Fargolow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

04/14/2026

ADV-W filed at

—

Website

brownmillerwm.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

MILLER, DAVID, ALAN

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

MILLER, DAVID, ALAN

BROWN, CHRISTOPHER, WILLIAM

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

BROWNMILLERWM.COM

Rdap Domain Creation Date

2010-11-24T15:54:29Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001840084

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2021-01-26

Edgar Last Filing Date

2026-04-23

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-23

Accession0001840084-26-000002

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Wells Fargo	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

8280 GREENSBORO DRSUITE 220MCLEAN, VA 22102

Business

8280 GREENSBORO DRSUITE 220MCLEAN, VA 22102

Edgar EIN

842659987

Edgar Recent Filings

13F-HR2026-04-23 · 0001840084-26-000002

13F-HR2026-01-23 · 0001840084-26-000001

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-11-24T15:54:29Z

Rdap Domain Last Changed

2025-11-25T17:32:52Z

Rdap Nameservers

Ns53.domaincontrol.comNs54.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Top Owner CRD

4506377

Trust Company Affiliate