Henderson, NV | Thousand Oaks, CA | ||
|---|---|---|---|
| Assets under management | $10.4M | $10.9M | $9.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 35 | 29 | 41 |
| Assets per client | $297K | $376K | $240K |
| Clients per advisor | 35 | 29 | 41 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 4 | – | 1 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jun 2026, Jul 2026, Aug 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.