Colorado Springs, CO | Wausau, WI | ||
|---|---|---|---|
| Assets under management | $34M | $35.7M | $32.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 46 | 25 | 62 |
| Assets per client | $739K | $1.4M | $521K |
| Clients per advisor | 23 | 25 | 62 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Jul 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.