Moorpark, CA | Santa Monica, CA | ||
|---|---|---|---|
| Assets under management | $3.7M | $4M | $3.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 8 | 6 | 27 |
| Assets per client | $466K | $662K | $131K |
| Clients per advisor | 8 | 6 | 27 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2025 |
| Tools in their stack | – | 1 | 1 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Aug 2026, May 2025). 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.