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Miles Wealth Management, L.l.c. CRD 166621
$8.60M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Houston, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-03-28 |
| TX | RA | APPROVED | 2013-06-10 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miles Wealth Management, L.L.C. | Houston | TX | 11/2012 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2013 | 11/2017 |
W.A.L.I.P.P. (WILLIAM A. LAWSA INSTITUTE OF PEAE AND PROPERTY) , NON-INVESTMENT RELATED, P.O. BOX 88327 HOUSTON TX 77288, CHARTER SCHOOL & SR. LIVING FACILITY, BOARD MEMBER START DATE 2/22/2014, 2-3 HRS MONTH, 0 DURING TRADING HOURS ( BOARD MEETING ON 4TH SATURDAY OF THE MONTH), REVIEWING BUDGET, AUDIT AND STRATEGIC PLANS, PARTICIPATING ON PLANNING MEETINGS AND FUND RAISING EVENTS/PROGRAMS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-04-13 |
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