Ventura, CA | Venice, CA | Mission Viejo, CA | |
|---|---|---|---|
| Assets under management | $68.7M | $72.5M | $65M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 1 | 1 |
| Individual clients | 176 | 87 | 32 |
| Assets per client | $391K | $833K | $2M |
| Clients per advisor | 59 | 87 | 32 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 3 | 4 | – |
From each firm's latest Form ADV (Feb 2026, Aug 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.