Tempe, AZ | Oro Valley, AZ | Gilbert, AZ | |
|---|---|---|---|
| Assets under management | $4.3M | $4.5M | $4.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 4 | 1 |
| Individual clients | 14 | 27 | 39 |
| Assets per client | $304K | $167K | $115K |
| Clients per advisor | 14 | 7 | 39 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2022 |
| Tools in their stack | – | 3 | 4 |
| People on Advicer.bio | 1 | 3 | 1 |
From each firm's latest Form ADV (Mar 2026, Dec 2022). 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.