Miller Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Miller Wealth Advisors provides fee-only investment management to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, corporations and business entities. As of December 31, 2025 the firm reported approximately $225.5 million in assets under management, supported by two advisors and serving about 116 clients through 334 discretionary accounts.
The firm follows a tailored, balanced approach labeled “Reasonable Growth with the Production of Income as Necessary,” combining fundamental, technical and cyclical analysis and drawing on third‑party models and research to construct asset allocations aligned with each client’s objectives. Client participation in defining goals and annual updates is emphasized, and the advisor generally operates with limited discretionary authority while occasionally accepting non‑discretionary engagements.
Operationally, Miller Wealth Advisors requires client accounts to be held at Charles Schwab & Co. (it does not accept client‑directed brokerage) and uses an unaffiliated back‑office provider whose administrative fees are paid by the firm to support custody, reporting and fee processing. The firm also uses standing letters of authorization in limited circumstances and is organized as a newer registered entity backed by decades of industry experience at the ownership level.
Client services
Expertise
Fee options
1% annually, negotiable
Fee-only: Investment advisory fees only, no commissions
Main office
See officeRidgway CO
Advisors at this office
1
Offices (3)
Most active in
Arkansas · Colorado · Louisiana · New Hampshire · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Ross O
Series 65
Huntsville, TX
Miller Wealth Advisors, LLC
Ross Ohendalski is an advisor at Miller Wealth Advisors, LLC, holding a Series 65 designation with one year of industry experience. His prior work includes seven years at Pinnacle Tax Advisors and two years at Texas A&M University. Miller Wealth Advisors provides fee-only investment management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and business entities. The firm employs a tailored, balanced approach that integrates fundamental, technical, and cyclical analysis to align asset allocations with client objectives.
Bert M
Series 63, Series 65
Ridgway, CO
Miller Wealth Advisors, LLC
Bert Miller Jr. is a financial advisor at Miller Wealth Advisors, LLC with 43 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Miller Wealth Advisors since 2014. Miller holds active CPA and insurance licenses in Texas but is not currently engaged in accounting or insurance sales. Miller Wealth Advisors provides fee-only investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and business entities. The firm employs a tailored, balanced investment approach combining fundamental, technical, and cyclical analysis with third-party research to construct asset allocations aligned with client objectives.
Don G
Series 63, Series 65
Fayetteville, AR
Miller Wealth Advisors, LLC
Don Gilbert is a financial advisor with Miller Wealth Advisors, LLC in Fayetteville, Arkansas, holding Series 63 and Series 65 designations and having 34 years of industry experience. He has been with Miller Wealth Advisors since 2017 and also manages Gilbert Financial Consulting, LLC, a Texas-based entity that does not provide services to the public. Prior to joining his current firm, he worked at Rhame & Gorrell Wealth Management, LLC. Miller Wealth Advisors provides fee-only investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and business entities. The firm employs a tailored, balanced approach combining fundamental, technical, and cyclical analysis to develop asset allocations aligned with client objectives, emphasizing client participation and annual updates.
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