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RIA · CRD 170776State-Registered Investment Adviser

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Lee Miles LLC

Lee Miles LLC offers investment advisory services under Au Wealth Management. The firm is led by Founding Partner and Portfolio Advisor Lee Miles, who holds...

Overview

Lee Miles LLC offers investment advisory services under Au Wealth Management. The firm is led by Founding Partner and Portfolio Advisor Lee Miles, who holds CFP, ChFC, and CLU designations and has over 35 years of investment experience, together with Partner and Manager Mason Miles.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Ogden

Corporate office

United States

Principals

Lee Miles

Principal

Frequently asked questions

Who is the principal behind Lee Miles LLC?

The firm is associated with Lee Miles, a US-based real estate investor and developer. No other named principals or family members appear in public records.

What is the investment focus of Lee Miles LLC?

Based on publicly observable activity, the firm invests in US real estate—both commercial and residential—through direct ownership and development. No other asset classes have been publicly confirmed.

What is known about the firm's team size?

Lee Miles LLC does not disclose its team size publicly. No named investment professionals beyond Lee Miles appear in public documents.

How does Lee Miles LLC source investment opportunities?

The firm's sourcing methodology is not publicly documented. Its known real estate holdings suggest a network-driven, direct acquisition model typical of family offices in the sector.

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