Text or WhatsApp(808) 600-9260

Home / Directory / United States / California / Park Miller, LLC

Park Miller, LLC

Multifamily office listing in Walnut Creek, California, United States.

  • SEC-registered
Regulatory AUM
$340 million
Employees
4
Clients
1-10
SEC CRD
146856

Park, Miller, LLC is a Walnut Creek, California wealth advisory firm serving families through a multi-family-office model.1

Overview

Park Miller works with client families on financial planning, investment management, wealth transfer strategies, and coordination with other professionals serving client families. The firm says its strategies are independent and tailored to each family’s circumstances and concerns.1

Leadership

The published team includes Erol K. Gokbora, Senior Financial Planner, and Linda K. Stavedahl, Director of Operations.2

Services

Park Miller provides discretionary investment advisory services to individuals and their trusts and estates. Financial planning and consulting are also available when requested.3

Its client process begins with listening, followed by education, collaborative design, implementation, reporting, and annual review.4

What the firm offers

  • Investment management
  • Financial planning
  • Estate planning

Client Focus

The firm serves families through its multi-family-office model and works with individuals, trusts, and estates. Its approach emphasizes coordination among the professionals supporting each client family.13

Approach

Park Miller begins its investment process by determining a client’s objectives. It then monitors performance and asset allocation, rebalancing or recommending changes as needed.3

The firm generally invests through mutual funds, exchange-traded funds, bond funds, and independent managers while maintaining a broad investment universe.3

Assets and Minimums

Park Miller reports $339,791,289 in regulatory assets under management in its Form ADV filing dated March 31, 2026.5

The firm’s Form CRS states that it does not set a specific minimum account size or minimum fee and reserves the right to accept a client. Fees are based on a percentage of assets under management, beginning at an annual rate of 1.00% and declining as managed assets increase.3

By the numbers

Regulatory AUM by year$0K$93M$187M$280M$374M2016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 146856. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2016$194 million$194 million$5,964
2017$195 million$195 million$5,964
2018$218 million$218 million$3,285
2019$194 million$194 million$1,868
2020$189 million$189 million$647
2021$228 million$177 million$50 million
2022$257 million$257 million$453
2023$231 million$231 million$459
2025$288 million$288 million$389,929
2026$340 million$340 million$455
Average AUM per client by year$0K$2M$4M$6M$8M20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 146856. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2018$5 million
2019$4 million
2020$4 million
2021$6 million
2022$6 million
2023$5 million
2025$7 million
2026$8 million
Clients by type (2026)High net worth individuals23Individuals21
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 146856. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals21
High net worth individuals23
Employees by year013462016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 146856. As of .
Employees reported on Form ADV
YearEmployees
20165
20175
20185
20195
20204
20214
20224
20234
20254
20264

Ranks #18 of 22 SEC-registered firms in CA on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 146856. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

What services does Park Miller provide?

Its services include financial planning, investment management, wealth transfer strategies, and coordination with other professionals serving client families.1

How does Park Miller manage investments?

The firm determines client objectives, monitors performance and asset allocation, and rebalances or recommends changes as needed. It generally uses mutual funds, exchange-traded funds, bond funds, and independent managers.3

Is Park, Miller, LLC an investment adviser?

The SEC lists Park, Miller, LLC as an investment adviser under CRD 146856 and SEC file number 801-69027.6

  • LocationMultifamily offices in California

    The California directory gives families and business owners a broader view of firms serving clients in the state. It can help place a Walnut Creek advisory practice in regional context while comparing services such as investment management, financial planning, and estate planning.

  • Network siteEstatePlanner.com

    EstatePlanner.com offers plain language guides on wills, trusts, and related decisions. Reading these materials can help a family clarify estate planning questions before discussing goals, succession concerns, and document coordination with a wealth advisory firm.

  • GuideHow to choose a multifamily office

    This guide outlines questions to consider when evaluating a multi-family-office provider. A reader can use its points to compare investment management, financial planning, estate planning experience, client fit, fees, communication practices, and the practical needs of a California family or business owner.

  • GuideFiduciary duty vs suitability

    The fiduciary duty and suitability discussion explains two different standards that may apply to financial recommendations. Understanding the distinction helps readers ask how an advisory relationship handles conflicts, investment choices, planning advice, and responsibilities to families seeking ongoing wealth management.

  • Similar firms5T Wealth, LLC
    Angeles Investment Advisors, LLC
    Arrowroot Family Office

    Profiles of 5T Wealth, LLC, Angeles Investment Advisors, LLC, and Arrowroot Family Office provide additional firms to review on this site. Comparing their stated services, locations, and client focus with Park, Miller, LLC can help a reader form questions for conversations with several advisory practices.

Sources

  1. Park Miller
  2. Park Miller Contact and Team
  3. Park Miller Form CRS
  4. Park Miller Client Process
  5. Park Miller Form ADV, dated March 31, 2026
  6. SEC Investment Adviser Public Disclosure: Park, Miller, LLC

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

Ask Richard

Have a question about multifamily offices, fees or how to compare firms? Richard C. Wilson has run Family Office Club since 2007 and answers reader questions directly.

Send a question Text or WhatsApp (808) 600-9260