Newport Beach, CA | |||
|---|---|---|---|
| Assets under management | $23M | $24.2M | $21.8M |
| Asset growth, last 2 years | – | – | +206% |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 58 | – | 8 |
| Assets per client | $397K | – | $2.7M |
| Clients per advisor | 58 | – | 8 |
| Main custodian | – | – | Schwab |
| Filing with the SEC since | 2026 | 2026 | 2021 |
| Tools in their stack | 5 | – | 3 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Apr 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.