Scottsdale, AZ | Salt Lake City, UT | ||
|---|---|---|---|
| Assets under management | $82.4M | $86.6M | $86.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 25 | 141 | 145 |
| Assets per client | $3.3M | $614K | $597K |
| Clients per advisor | 25 | 71 | 145 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Jan 2026, Jun 2026, Aug 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.