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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-10-1986
- Office Locations
- 1
Office Locations
About Miller, Gesko & Company Inc.
Miller Gesko Wealth Management is a specialized wealth and personal business management firm serving affluent families and entrepreneurs. The team provides financial planning, tax and insurance planning, business succession guidance, and portfolio construction/asset management. Portfolios emphasize asset allocation using ETFs and mutual funds, with exposure to fixed income and select alternatives. Custodies primarily at Fidelity/NFS and uses Black Diamond.
Reported data analysis
What the numbers show
Between July 28, 2025 and March 19, 2026, reported AUM increased 7.9%, from $169.7M to $183.1M.
Across 5 reported observations, AUM increased 10.3% between January 20, 2022 and March 19, 2026, from $165.9M to $183.1M.
Of the latest reported AUM, 71.5% is discretionary and 28.5% is non-discretionary.
The firm reports 5 advisory representatives and 80 clients, or 16 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 1 reported office location and 40 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
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The full Miller, Gesko & Company Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ROBERT LANG MILLER, JR JR
Principal, VICE PRESIDENT
- CRD
- #2813457
- Ownership
- 25% but less than 50%
HENRY ZELLER URBAN
Chief Compliance Officer, vice president
- CRD
- #5035755
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,958,846 | $671,584 |
| Non-Discretionary | $52,114,719 | $1,447,631 |
| Total | $183,073,565 | $792,526 |
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Separately Managed Accounts
SMA allocation detail is available
Miller, Gesko & Company Inc. has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.