Carlsbad, CA | Las Vegas, NV | Laguna Hills, CA | |
|---|---|---|---|
| Assets under management | $75M | $78.9M | $70.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 2 |
| Individual clients | 163 | 71 | 24 |
| Assets per client | $460K | $1.1M | $3M |
| Clients per advisor | 82 | 36 | 12 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 6 | – | – |
| People on Advicer.bio | 2 | 1 | 2 |
From each firm's latest Form ADV (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.