Solvang, CA | Los Gatos, CA | Napa, CA | |
|---|---|---|---|
| Assets under management | $22.2M | $23.4M | $21M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 54 | 46 | 18 |
| Assets per client | $411K | $508K | $1.2M |
| Clients per advisor | 54 | 46 | 18 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 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.