Healdsburg, CA | Stow, MA | ||
|---|---|---|---|
| Assets under management | $26M | $27.3M | $24.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 13 | 8 | 17 |
| Assets per client | $2M | $3.4M | $1.4M |
| Clients per advisor | 7 | 8 | 17 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | – | 1 |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Aug 2026, Jul 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.