Woodbury, MN | New Brighton, MN | Carlsbad, CA | |
|---|---|---|---|
| Assets under management | $56.8M | $60M | $53.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 74 | 88 | 90 |
| Assets per client | $767K | $682K | $599K |
| Clients per advisor | 74 | 88 | 90 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | 2 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jul 2026, Oct 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.