Certified Planners, Inc.
Certified Planners, Inc. is an SEC-registered wealth manager in San Ramon, CA with $196.6M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Certified Planners, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105364, SEC 801-34450, data through 2026-01-14.
- AUM (assets under management / regulatory AUM)
- $196.6M (2026-01-14)
- Firm type
- Wealth Manager
- Location
- San Ramon, CA
- Employees
- 2
- Clients
- 188
- CRD
- 105364
- Ownership
- MILLER, ANNA, MARI; KANGAS, ANGELICA, KARMENE; ANNA MARI MILLER REVOCABLE TRUST; MILLER, RAMON, JOSE; THE MILLER TRUST
How much AUM does Certified Planners, Inc. have?
Certified Planners, Inc. reported $196.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-14).
Who owns Certified Planners, Inc.?
Disclosed owners and executives of Certified Planners, Inc. include MILLER, ANNA, MARI, KANGAS, ANGELICA, KARMENE, ANNA MARI MILLER REVOCABLE TRUST, MILLER, RAMON, JOSE, THE MILLER TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.