Marblehead, MA | Wakefield, MA | Dallas, TX | |
|---|---|---|---|
| Assets under management | $24M | $25.4M | $22.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 36 | 54 | 19 |
| Assets per client | $667K | $471K | $1.2M |
| Clients per advisor | 36 | 54 | 10 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2025 | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Oct 2025, Sep 2026, 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.