Draper, UT | Draper, UT | ||
|---|---|---|---|
| Assets under management | $125.4M | $133.2M | $131.9M |
| Asset growth, last 2 years | −15% | – | +22% |
| Advisory staff | 8 | 3 | 2 |
| Individual clients | 905 | 141 | 129 |
| Assets per client | $139K | $945K | $1M |
| Clients per advisor | 113 | 47 | 65 |
| Main custodian | Schwab | Schwab | – |
| Filing with the SEC since | 2018 | 2024 | 2012 or earlier |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 8 | 3 | 3 |
From each firm's latest Form ADV (Mar 2026, Apr 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.