Westlake Village, CA | |||
|---|---|---|---|
| Assets under management | $15.1M | $15.9M | $15.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 32 | 77 | 26 |
| Assets per client | $472K | $206K | $610K |
| Clients per advisor | 32 | 77 | 26 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2024 | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | – | 1 | 1 |
From each firm's latest Form ADV (Jul 2024, 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.