San Diego, CA | |||
|---|---|---|---|
| Assets under management | $69K | $75K | $73K |
| Asset growth, last 2 years | – | – | +18,186% |
| Advisory staff | 1 | 1 | 0 |
| Individual clients | 7 | 4 | 31 |
| Assets per client | $10K | $19K | $2K |
| Clients per advisor | 7 | 4 | – |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2023 |
| Tools in their stack | 1 | 3 | – |
| People on Advicer.bio | 1 | 1 | – |
From each firm's latest Form ADV (Jan 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.