Wilmington, MA | Des Moines, IA | ||
|---|---|---|---|
| Assets under management | $17.3M | $18.2M | $18.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 46 | 25 | 68 |
| Assets per client | $376K | $727K | $267K |
| Clients per advisor | 46 | 25 | 68 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | – | 10 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (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.