Irvine, CA | Morgan Hill, CA | Hermosa Beach, CA | |
|---|---|---|---|
| Assets under management | $15M | $15.8M | $15.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 45 | 21 | 10 |
| Assets per client | $333K | $753K | $1.6M |
| Clients per advisor | 45 | 21 | 10 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | – | 3 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Aug 2026, Mar 2026, Feb 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.