Midvale, UT | Carlsbad, CA | Zurich | |
|---|---|---|---|
| Assets under management | $247.7M | $260.1M | $235.2M |
| Asset growth, last 2 years | +59% | +151% | +44% |
| Advisory staff | 15 | 5 | 4 |
| Individual clients | 803 | 109 | 129 |
| Assets per client | $308K | $2.4M | $1.8M |
| Clients per advisor | 54 | 22 | 32 |
| Main custodian | Fidelity | Schwab | Bank Vontobel Ag |
| Filing with the SEC since | 2019 | 2021 | 2012 or earlier |
| Tools in their stack | 3 | 5 | – |
| People on Advicer.bio | 19 | 4 | – |
From each firm's latest Form ADV (Jul 2026, May 2026, Oct 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.