Bellevue, WA | Skaneateles, NY | Tacoma, WA | |
|---|---|---|---|
| Assets under management | $22M | $23.1M | $23.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 63 | 21 | 32 |
| Assets per client | $349K | $1.1M | $728K |
| Clients per advisor | 63 | 21 | 32 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Feb 2026, Aug 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.