Boulder, CO | Holladay, UT | ||
|---|---|---|---|
| Assets under management | $21.1M | $22.1M | $22.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 4 | 1 | 2 |
| Individual clients | 35 | 37 | 97 |
| Assets per client | $602K | $598K | $228K |
| Clients per advisor | 9 | 37 | 49 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2023 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 3 | – | 2 |
From each firm's latest Form ADV (Sep 2026, Aug 2023, 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.