Vancouver, WA | Bellingham, WA | Lake Forest Park, WA | |
|---|---|---|---|
| Assets under management | $200M | $210.3M | $210.3M |
| Asset growth, last 2 years | +12% | +91% | +84% |
| Advisory staff | 2 | 2 | 4 |
| Individual clients | 109 | 483 | 150 |
| Assets per client | $1.8M | $435K | $1.4M |
| Clients per advisor | 55 | 242 | 38 |
| Main custodian | – | Pershing | Schwab |
| Filing with the SEC since | 2012 or earlier | 2021 | 2012 or earlier |
| Tools in their stack | 2 | – | 3 |
| People on Advicer.bio | 2 | 2 | 4 |
From each firm's latest Form ADV (Aug 2026, Feb 2026, Mar 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.