Denver, CO | Mission Viejo, CA | Wausau, WI | |
|---|---|---|---|
| Assets under management | $34M | $35.7M | $32.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 48 | 133 | 62 |
| Assets per client | $708K | $268K | $521K |
| Clients per advisor | 24 | 133 | 62 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Feb 2026, Mar 2026, Jan 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.