Lee Miles LLC

Overview

Lee Miles LLC is a state registered investment adviser based in Ogden, UT, registered since 2014. It reports $14M in assets under management across 94 accounts, with 2 employees. It has 2 investment adviser representatives.

Reported AUM

$14M

Discretionary

100%

Accounts

94

Average account

$148K

Employees

2

Advisory reps

2

Registered since

2014

Jurisdictions

1

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business

Client types

• Individuals

Fee structure

Other Fees and Percentage of Assets

Executive officers 3 of 4

• Lee Lindsay Miles Managing Member, Chief Compliance Officer CRD 2027335
• Mason Miles Member CRD 6627009
• Melanie Wright Member CRD 6627000

1 more executive officer, with direct contact details

Advisory reps 2 of 2

• Lee Lindsay Miles Insurance Agent · Investment Adviser Rep CRD 2027335
• Mason Buck Miles Investment Adviser Rep CRD 6627009

Location

Headquarters

3084 S 1900 W Ste A2
Ogden, UT 84401

County

Weber

Metro area

Ogden-Clearfield, UT

Region

West

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: leemiles.com

Every state, with registration dates

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