Healdsburg, CA | San Francisco, CA | Tucson, AZ | |
|---|---|---|---|
| Assets under management | $27.3M | $28.7M | $28.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 8 | 28 | 54 |
| Assets per client | $3.4M | $1M | $530K |
| Clients per advisor | 8 | 28 | 54 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | 3 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Aug 2026, Feb 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.