Reno, NV | Mercer Island, WA | San Francisco, CA | |
|---|---|---|---|
| Assets under management | $133.8M | $140.7M | $127M |
| Asset growth, last 2 years | +43% | – | +20% |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 93 | 32 | 32 |
| Assets per client | $1.4M | $4.4M | $4M |
| Clients per advisor | 47 | 16 | 32 |
| Main custodian | Schwab | – | Schwab |
| Filing with the SEC since | 2012 or earlier | 2024 | 2015 |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 2 | 2 | 1 |
From each firm's latest Form ADV (Apr 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.