Ogden, UT | Boca Raton, FL | ||
|---|---|---|---|
| Assets under management | $13.3M | $14M | $14M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 9 | 94 | 44 |
| Assets per client | $1.5M | $148K | $317K |
| Clients per advisor | 9 | 94 | 44 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Apr 2026, Feb 2026, 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.