Los Angeles, CA | San Mateo, CA | Austin, TX | |
|---|---|---|---|
| Assets under management | $53M | $55.9M | $55.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 1 | 1 |
| Individual clients | 244 | 59 | 49 |
| Assets per client | $217K | $948K | $1.1M |
| Clients per advisor | 81 | 59 | 49 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 3 | – | 1 |
From each firm's latest Form ADV (Apr 2026, Jun 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.