Danville, CA | Los Angeles, CA | Westlake Village, CA | |
|---|---|---|---|
| Assets under management | $50M | $53M | $47.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 3 | 1 |
| Individual clients | 45 | 244 | 13 |
| Assets per client | $1.1M | $217K | $3.6M |
| Clients per advisor | 45 | 81 | 13 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2025 |
| Tools in their stack | 2 | 2 | – |
| People on Advicer.bio | – | 3 | 1 |
From each firm's latest Form ADV (Mar 2026, Apr 2026, Dec 2025). 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.