Brea, CA | Westlake Village, CA | ||
|---|---|---|---|
| Assets under management | $24.1M | $25.4M | $22.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 7 | 1 |
| Individual clients | 7 | 123 | 50 |
| Assets per client | $3.4M | $206K | $458K |
| Clients per advisor | 4 | 18 | 50 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | 1 | – |
| People on Advicer.bio | 2 | 8 | 1 |
From each firm's latest Form ADV (Mar 2026, Aug 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.