Mercer Island, WA | |||
|---|---|---|---|
| Assets under management | $95.9M | $100.8M | $100.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 4 | 3 |
| Individual clients | 13 | 145 | 23 |
| Assets per client | $7.4M | $695K | $4.4M |
| Clients per advisor | 13 | 36 | 8 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | 2 |
| People on Advicer.bio | 1 | 6 | 3 |
From each firm's latest Form ADV (Feb 2026, Mar 2026, Sep 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.