Walnut Creek, CA | Redwood City, CA | Los Altos, CA | |
|---|---|---|---|
| Assets under management | $40.1M | $42.3M | $38.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 106 | 21 | 19 |
| Assets per client | $379K | $2M | $2M |
| Clients per advisor | 106 | 21 | 10 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, Jan 2026, Feb 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.