Newport Beach, CA | Madison, WI | ||
|---|---|---|---|
| Assets under management | $7.7M | $8.1M | $8.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 54 | 25 | 15 |
| Assets per client | $143K | $324K | $540K |
| Clients per advisor | 54 | 25 | 8 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, Jan 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.