Centennial, CO | Seattle, WA | ||
|---|---|---|---|
| Assets under management | $133.5M | $140.3M | $140.3M |
| Asset growth, last 2 years | +29% | +2% | +12% |
| Advisory staff | 1 | 5 | 3 |
| Individual clients | 149 | 207 | 96 |
| Assets per client | $896K | $678K | $1.5M |
| Clients per advisor | 149 | 41 | 32 |
| Main custodian | Schwab | Fidelity | Trade-PMR |
| Filing with the SEC since | 2024 | 2022 | 2019 |
| Tools in their stack | – | 4 | 2 |
| People on Advicer.bio | 1 | 6 | 3 |
From each firm's latest Form ADV (Feb 2026, Sep 2026, May 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.