Diamond Bar, CA | Irvine, CA | Santa Cruz, CA | |
|---|---|---|---|
| Assets under management | $7M | $7.4M | $7.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 11 | – | 15 |
| Assets per client | $633K | – | $492K |
| Clients per advisor | 11 | – | 15 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | 2 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jun 2026, Aug 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.