Walnut Creek, CA | La Jolla, CA | Roseville, CA | |
|---|---|---|---|
| Assets under management | $82M | $86.5M | $77.4M |
| Asset growth, last 2 years | – | – | +121% |
| Advisory staff | 1 | 4 | 1 |
| Individual clients | 65 | 44 | 78 |
| Assets per client | $1.3M | $2M | $993K |
| Clients per advisor | 65 | 11 | 78 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | – | 1 | 1 |
| People on Advicer.bio | 1 | 3 | 1 |
From each firm's latest Form ADV (Jul 2026, Sep 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.