Bothell, WA | Westport, CT | ||
|---|---|---|---|
| Assets under management | $14.1M | $14.9M | $13.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 50 | 16 | 18 |
| Assets per client | $283K | $928K | $745K |
| Clients per advisor | 50 | 8 | 18 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 5 |
| People on Advicer.bio | – | 2 | 1 |
From each firm's latest Form ADV (Mar 2026, Sep 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.