Newport Beach, CA | Walnut Creek, CA | Newport Beach, CA | |
|---|---|---|---|
| Assets under management | $76.5M | $80.8M | $72.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 1 | 1 |
| Individual clients | 141 | 65 | 70 |
| Assets per client | $543K | $1.2M | $1M |
| Clients per advisor | 47 | 65 | 70 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | 3 | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Jul 2026, Mar 2026, Jan 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.