La Jolla, CA | Cupertino, CA | Walnut Creek, CA | |
|---|---|---|---|
| Assets under management | $86.5M | $90.9M | $82M |
| Asset growth, last 2 years | – | −26% | – |
| Advisory staff | 4 | 1 | 1 |
| Individual clients | 44 | 95 | 65 |
| Assets per client | $2M | $957K | $1.3M |
| Clients per advisor | 11 | 95 | 65 |
| Main custodian | – | Fidelity | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2026 |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 3 | 1 | 1 |
From each firm's latest Form ADV (Sep 2026, Jun 2026, Jul 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.