Los Angeles, CA | Bellevue, WA | ||
|---|---|---|---|
| Assets under management | $77M | $80.9M | $73.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 270 | 16 | 146 |
| Assets per client | $285K | $5.1M | $501K |
| Clients per advisor | 270 | 16 | 49 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | 2 |
| People on Advicer.bio | 1 | 1 | 3 |
From each firm's latest Form ADV (Jan 2026, Feb 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.