Firm profile

MILLIMAN ADVISORS, LLC

SEATTLE, WACRD 112245Latest ADV March 31, 2026

Milliman Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Seattle, WA. Its latest Form ADV filing, dated March 31, 2026, reports $2.3B in regulatory assets under management, 1 employee, 1 office, and 34 accounts.

Assets Under Management
$2.3B
Employees
1
Offices
1 office
Total Clients
39
Primary office
SEATTLE, WA
1301 FIFTH AVE STE 3800, SEATTLE, WA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOSusan H. Puz

Advisory services offered

4 types reported
Educational seminars/workshops
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentCorporations represent 66.7% of total clients.
Top client categories% of clientsClients
1
Corporations
66.7%
26
2
Pension Plans
23.1%
9
3
Government
10.3%
4

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.3Bas of March 31, 2026
Discretionary1.8%
$41M
2% of total RAUM1.8%
Non-discretionary98.2%
$2.3B
98% of total RAUM98.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$2.3B
Total Accounts34
10Y AUM Change$-33.4B (-93.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees1
Clients per Employee39:1
10Y Employee Change-3,499 (-100.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.