Denver, CO | Bellevue, WA | ||
|---|---|---|---|
| Assets under management | $107.2M | $112.7M | $101.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 1 | 1 |
| Individual clients | 69 | 502 | 105 |
| Assets per client | $1.6M | $225K | $969K |
| Clients per advisor | 23 | 502 | 105 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 3 | 1 | 1 |
From each firm's latest Form ADV (Oct 2026, Jul 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.