Redwood City, CA | Napa, CA | San Diego, CA | |
|---|---|---|---|
| Assets under management | $355.5M | $374.7M | $373.5M |
| Asset growth, last 2 years | +62% | +18% | – |
| Advisory staff | 5 | 3 | 4 |
| Individual clients | 171 | 100 | 6 |
| Assets per client | $2.1M | $3.7M | $62.2M |
| Clients per advisor | 34 | 33 | 2 |
| Main custodian | Pershing | Schwab | Fidelity |
| Filing with the SEC since | 2019 | 2012 or earlier | 2023 |
| Tools in their stack | 5 | – | 1 |
| People on Advicer.bio | 4 | 3 | 4 |
From each firm's latest Form ADV (Sep 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.