Tracy, CA | Valencia, CA | Petaluma, CA | |
|---|---|---|---|
| Assets under management | $45.3M | $47.7M | $42.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 181 | 156 | 166 |
| Assets per client | $250K | $306K | $258K |
| Clients per advisor | 181 | 78 | 166 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Jun 2026, Mar 2026, May 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.