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PARK, MILLER, LLC

WALNUT CREEK, CA · CRD 146856 · IAPD ↗ · parkmiller.com · 925-974-3324

$339.8MRegulatory AUM
3Advisory reps
4Employees
0Clients
1-10Planning clients
1Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2025 — PARK, MILLER, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — PARK, MILLER, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
July 2024 — PARK, MILLER, LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.