Roseville, CA | Newport Beach, CA | Venice, CA | |
|---|---|---|---|
| Assets under management | $68.8M | $72.6M | $72.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 317 | 70 | 87 |
| Assets per client | $217K | $1M | $833K |
| Clients per advisor | 159 | 70 | 87 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 2 | 1 | 4 |
From each firm's latest Form ADV (Jun 2026, Jan 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.