San Jose, CA | Woodland Hills, CA | Whittier, CA | |
|---|---|---|---|
| Assets under management | $23.8M | $25M | $22.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 23 | 60 | 155 |
| Assets per client | $1M | $417K | $145K |
| Clients per advisor | 23 | 30 | 155 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 3 | 1 |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (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.