Miros Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Miros Wealth serves individuals (including high-net-worth clients), retirement plan sponsors, trusts, estates, and other institutional clients, managing roughly $5.36 million across 36 client relationships. The firm offers asset management, comprehensive and advanced financial planning, qualified plan consulting, consulting services, and life and health insurance products through affiliated insurance entities, and it periodically distributes client newsletters.
The firm's investment approach emphasizes tailored asset-allocation frameworks informed by proprietary quantitative analysis, a mix of active and passive strategies to balance cost and tax efficiency, and an explicit policy not to attempt market timing. Although the advisor can accept discretionary authority, the Form ADV indicates most assets are managed non-discretionarily (approximately $800k discretionary vs $4.56m non-discretionary), and accounts are monitored on an ongoing basis with at least quarterly reviews.
Notable distinctions include the firm’s ongoing client communications and educational activities — newsletters and a principal with university teaching and military financial counseling experience suggest an emphasis on client education and occasional workshops. The adviser also operates affiliated life and health insurance activities (with disclosed commission arrangements) and advises on foreign securities and currency risk, and the Form ADV indicates a more significant non-U.S. client exposure than is typical for similar firms.
Client services
Expertise
Fee options
$1,100 to $20,000 depending on service type (e.g., $15,000 – $20,000 for Advanced Comprehensive Planning, $5,000 – $8,000 for Comprehensive Planning, $2,500 – $4,000 for Financial Planning, $1,100 – $2,500 for Financial Review)
$0 - $3,000,000: 1.00% $3,000,001 - $10,000,000: 0.75% $10,000,001 - $50,000,000: 0.60% $50,000,001+: 0.50%
$150 per hour
Account minimum: $250,000
Main office
Overland Park KS
Advisors at this office
1
Most active in
Kansas
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
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