Irvine, CA | Redwood City, CA | Danville, CA | |
|---|---|---|---|
| Assets under management | $58.8M | $61.9M | $62.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 112 | 71 | 59 |
| Assets per client | $525K | $873K | $1.1M |
| Clients per advisor | 112 | 71 | 59 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 4 | 2 |
| People on Advicer.bio | 1 | 1 | – |
From each firm's latest Form ADV (Feb 2026, Apr 2026, May 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.