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Building 2MILLER PRIVATE WEALTH LLC

Map pinOKLAHOMA CITY, OK
Phone405-470-0359
NotebookSEC #801-117216
Total AUM
$182.9M
Employees
7
Clients
221

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5700 NW 130TH STREET
SUITE 1
OKLAHOMA CITY
OK 73142
United States
Operating Hours
8:30-4
Monday - Friday
Phone
405-470-0359
Other Offices
1

ReceiptFinancials

Total AUM
$182.9M
Accounts
494
Discretionary
$182.9M
Accounts
494
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
179
AUM
$36M
HNW Individual Clients
40
AUM
$145.7M
Charitable Organization Clients
1
AUM
$311K
Corporation or Business Clients
1
AUM
$831K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINLAOHOKTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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