Irvine, CA | Los Gatos, CA | Stockton, CA | |
|---|---|---|---|
| Assets under management | $4.1M | $4.4M | $3.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 5 | 7 | 21 |
| Assets per client | $825K | $635K | $186K |
| Clients per advisor | 3 | 7 | 21 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 4 | 1 | 1 |
From each firm's latest Form ADV (Sep 2026, Mar 2026, Feb 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.