Santa Monica, CA | Palo Alto, CA | San Francisco, CA | |
|---|---|---|---|
| Assets under management | $135.3M | $143.5M | $127M |
| Asset growth, last 2 years | +13% | +36% | +20% |
| Advisory staff | 1 | 4 | 1 |
| Individual clients | 13 | 38 | 32 |
| Assets per client | $10.4M | $3.8M | $4M |
| Clients per advisor | 13 | 10 | 32 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2022 | 2022 | 2015 |
| Tools in their stack | 2 | 1 | – |
| People on Advicer.bio | 1 | 4 | 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.