WALNUT CREEK, CACRD 146856Latest ADV March 31, 2026
Park, Miller, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Walnut Creek, CA. Its latest Form ADV filing, dated March 31, 2026, reports $340M in regulatory assets under management, 4 employees, 4 offices, and 223 accounts.
Assets Under Management
$340M
Employees
4
Offices
4 offices
Total Clients
44
Primary office
WALNUT CREEK, CA
2121 NORTH CALIFORNIA BLVD., SUITE 290, WALNUT CREEK, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 52.3% of total clients.
Top client categories% of clientsClients
1
HNWI
52.3%
23
2
Individuals
47.7%
21
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$340Mas of March 31, 2026
Discretionary100.0%
$340M
100% of total RAUM100.0%
Non-discretionary0.0%
$455
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$340M
Total Accounts223
10Y AUM Change+$144M (+73.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee11:1
10Y Employee Change-1 (-20.0%)
* 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.