Mequon, WI | |||
|---|---|---|---|
| Assets under management | $5.1M | $5.4M | $4.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 15 | 16 | 23 |
| Assets per client | $342K | $337K | $212K |
| Clients per advisor | 15 | 16 | 23 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2025 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Apr 2026, Feb 2026, Dec 2025). 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.