Seattle, WA | Bellingham, WA | ||
|---|---|---|---|
| Assets under management | $287.3M | $304.5M | $302.5M |
| Asset growth, last 2 years | +38% | +100% | +51% |
| Advisory staff | 4 | 8 | 2 |
| Individual clients | 422 | 684 | 88 |
| Assets per client | $681K | $445K | $3.4M |
| Clients per advisor | 106 | 86 | 44 |
| Main custodian | Schwab | LPL Financial | Schwab |
| Filing with the SEC since | 2021 | 2023 | 2022 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 5 | 7 | 2 |
From each firm's latest Form ADV (Aug 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.