Morristown, NJ | Waco, TX | Westlake Village, CA | |
|---|---|---|---|
| Assets under management | $35.5M | $37.3M | $33.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 225 | 58 | 45 |
| Assets per client | $158K | $643K | $749K |
| Clients per advisor | 113 | 58 | 45 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Sep 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.