Midvale, UT | Flower Mound, TX | Mountainside, NJ | |
|---|---|---|---|
| Assets under management | $239.4M | $251.5M | $251.3M |
| Asset growth, last 2 years | – | +115% | +31% |
| Advisory staff | 3 | 3 | 2 |
| Individual clients | 781 | 169 | 141 |
| Assets per client | $306K | $1.5M | $1.8M |
| Clients per advisor | 260 | 56 | 71 |
| Main custodian | Fidelity | Schwab | LPL Financial |
| Filing with the SEC since | 2023 | 2023 | 2021 |
| Tools in their stack | – | – | 4 |
| People on Advicer.bio | 3 | 3 | 2 |
From each firm's latest Form ADV (Mar 2026, Apr 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.