Manhattan Beach, CA | San Diego, CA | Temecula, CA | |
|---|---|---|---|
| Assets under management | $38.1M | $40.2M | $40.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 61 | 19 | 182 |
| Assets per client | $625K | $2.1M | $221K |
| Clients per advisor | 61 | 10 | 182 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 5 |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Jan 2026, Feb 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.