Sonoma, CA | Newport Beach, CA | San Juan, PR | |
|---|---|---|---|
| Assets under management | $1.01B | $1.07B | $1.06B |
| Asset growth, last 2 years | +4% | +59% | +26% |
| Advisory staff | 12 | 8 | 8 |
| Individual clients | 2,815 | 902 | 1,921 |
| Assets per client | $359K | $1.2M | $552K |
| Clients per advisor | 235 | 113 | 240 |
| Main custodian | Schwab | Schwab | Fidelity |
| Filing with the SEC since | 2019 | 2016 | 2019 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 13 | 8 | 9 |
From each firm's latest Form ADV (Aug 2026, Jun 2026, Sep 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.