Los Angeles, CA | Santa Rosa, CA | Carlsbad, CA | |
|---|---|---|---|
| Assets under management | $25.7M | $27M | $27.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 25 | 32 | 78 |
| Assets per client | $1M | $844K | $347K |
| Clients per advisor | 25 | 32 | 26 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 1 | 3 |
From each firm's latest Form ADV (Mar 2026, Feb 2026, Jun 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.