Aliso Viejo, CA | Los Angeles, CA | Roseville, CA | |
|---|---|---|---|
| Assets under management | $26.1M | $27.6M | $27.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 91 | 26 | 70 |
| Assets per client | $287K | $1.1M | $394K |
| Clients per advisor | 46 | 26 | 70 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | 1 | 3 |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Sep 2026, Feb 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.