Mill Valley, CA | Studio City, CA | Los Angeles, CA | |
|---|---|---|---|
| Assets under management | $488.7M | $515.1M | $513.2M |
| Asset growth, last 2 years | +43% | +39% | +218% |
| Advisory staff | 5 | 5 | 2 |
| Individual clients | 114 | 242 | 509 |
| Assets per client | $4.3M | $2.1M | $1M |
| Clients per advisor | 23 | 48 | 255 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2015 | 2017 | 2021 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 5 | 5 | 6 |
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.