Venice, CA | Sacramento, CA | Novato, CA | |
|---|---|---|---|
| Assets under management | $72.5M | $76.2M | $76.4M |
| Asset growth, last 2 years | – | – | +94% |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 87 | 140 | 57 |
| Assets per client | $833K | $544K | $1.3M |
| Clients per advisor | 87 | 140 | 57 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 4 | 1 | 1 |
From each firm's latest Form ADV (Aug 2026, Jan 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.