Sunnyvale, CA | Sonoma, CA | ||
|---|---|---|---|
| Assets under management | $27M | $28.4M | $28.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 117 | 55 | 20 |
| Assets per client | $231K | $517K | $1.4M |
| Clients per advisor | 117 | 28 | 20 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | 3 |
| People on Advicer.bio | – | 2 | 1 |
From each firm's latest Form ADV (Feb 2026, Apr 2026, Aug 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.