Monrovia, CA | Newport Beach, CA | Appleton, WI | |
|---|---|---|---|
| Assets under management | $4M | $4.3M | $4.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 7 | 35 | 12 |
| Assets per client | $571K | $122K | $350K |
| Clients per advisor | 4 | 35 | 12 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 2 | – | 1 |
From each firm's latest Form ADV (May 2026, Jun 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.