San Francisco, CA | Naperville, IL | Healdsburg, CA | |
|---|---|---|---|
| Assets under management | $28.7M | $30.2M | $27.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 28 | 97 | 8 |
| Assets per client | $1M | $311K | $3.4M |
| Clients per advisor | 28 | 49 | 8 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | 1 | – |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Feb 2026, Jan 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.