Madison, WI | Denver, CO | ||
|---|---|---|---|
| Assets under management | $146.9M | $154.6M | $154.7M |
| Asset growth, last 2 years | – | – | +26% |
| Advisory staff | 5 | 1 | 2 |
| Individual clients | 381 | 39 | 62 |
| Assets per client | $386K | $4M | $2.5M |
| Clients per advisor | 76 | 39 | 31 |
| Main custodian | – | Schwab | Schwab |
| Filing with the SEC since | 2024 | 2024 | 2012 or earlier |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 5 | 1 | 2 |
From each firm's latest Form ADV (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.