Bellevue, WA | Seattle, WA | Wyomissing, PA | |
|---|---|---|---|
| Assets under management | $100M | $105.3M | $105M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 4 | 2 | 2 |
| Individual clients | 650 | 78 | 232 |
| Assets per client | $154K | $1.4M | $453K |
| Clients per advisor | 163 | 39 | 116 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | 3 | – |
| People on Advicer.bio | 4 | 3 | 2 |
From each firm's latest Form ADV (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.