Gilbert, AZ | San Diego, CA | ||
|---|---|---|---|
| Assets under management | $19.6M | $20.7M | $18.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 96 | 30 | 27 |
| Assets per client | $205K | $688K | $691K |
| Clients per advisor | 48 | 15 | 27 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 2 | 2 | 1 |
From each firm's latest Form ADV (Aug 2026, Jan 2026, 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.