Miles Wealth Management, L.L.C.

Miles Wealth Management, LLC serves individual and high‑net‑worth clients with discretionary portfolio management, written financial planning, and general consulting delivered on an hourly or project basis. Services are tailored through a dialogue about a client’s assets, liabilities, income, expenses, goals and objectives, and clients may impose restrictions on investments.

The firm employs multiple methods of security analysis — including fundamental, technical, and cyclical approaches — and implements strategies ranging from long‑term purchases to option and arbitrage techniques. It manages most accounts on a discretionary basis, follows a documented planning process, and affirms its fiduciary obligations when advising on retirement accounts.

Noteworthy for a small independent adviser, the firm states a willingness to invest in a wide and sometimes complex universe of instruments (including structured notes, collateralized and mortgage‑related securities, bank loans, and interests in private partnerships such as real estate and energy). The firm also discloses that it maintains authority to effect fee deductions through the custodian and reports a consumer‑initiated complaint that was settled more than two decades ago.