Costa Mesa, CA | |||
|---|---|---|---|
| Assets under management | $30.7M | $32.3M | $29.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 30 | 67 | 119 |
| Assets per client | $1M | $481K | $245K |
| Clients per advisor | 30 | 67 | 60 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2022 | 2026 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Feb 2026, Dec 2022, 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.