Middleton, WI | Englewood, NJ | ||
|---|---|---|---|
| Assets under management | $47.8M | $50.3M | $50.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 80 | 24 | 9 |
| Assets per client | $598K | $2.1M | $5.6M |
| Clients per advisor | 40 | 24 | 5 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 1 | 3 |
| People on Advicer.bio | 2 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, Feb 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.