Walnut Creek, CA | |||
|---|---|---|---|
| Assets under management | $490K | $518K | $515K |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 80 | 5 | 1 |
| Assets per client | $6K | $104K | $515K |
| Clients per advisor | 80 | 5 | 1 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2024 | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (May 2026, Jan 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.