Pleasanton, CA | Los Angeles, CA | Corona, CA | |
|---|---|---|---|
| Assets under management | $9.5M | $10M | $10M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 13 | 16 | 113 |
| Assets per client | $729K | $625K | $88K |
| Clients per advisor | 13 | 16 | 113 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | – | – |
From each firm's latest Form ADV (Feb 2026, Jun 2026, Apr 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.