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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-22-2003
- Office Locations
- 1
Office Locations
About Pariveda Investment Management
Pariveda Investment Management (Pariveda, Inc.) is a boutique RIA in Mountain View, CA serving the “aspiring affluent” with hyper-personalized wealth and income strategies using publicly traded securities. Portfolios are tailored to goals, liquidity needs, and risk tolerance, with founder/CEO Brian Murphy providing direct attention (25+ years’ experience; Wharton MBA, CFA; quantitative finance). Registered in CA and WA.
Reported data analysis
What the numbers show
Of the latest reported AUM, 96.9% is discretionary and 3.1% is non-discretionary.
The firm reports 1 advisory representatives and 62 clients, or 62 clients per representative. That equates to $772.2K in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
BRIAN PATRICK MURPHY
Chief Compliance Officer, Chief Executive Officer, Investment Advisor
- CRD
- #4374527
- Ownership
- 75% or more
SHUEN CHI LO
--
- CRD
- --
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,409,151 | -- |
| Non-Discretionary | $1,467,712 | -- |
| Total | $47,876,863 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Pariveda Investment Management has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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