Kennewick, WA | Port Angeles, WA | Seattle, WA | |
|---|---|---|---|
| Assets under management | $149.5M | $157.9M | $140.3M |
| Asset growth, last 2 years | +29% | +21% | +2% |
| Advisory staff | 1 | 5 | 5 |
| Individual clients | 364 | 293 | 207 |
| Assets per client | $411K | $539K | $678K |
| Clients per advisor | 364 | 59 | 41 |
| Main custodian | Axos Clearing | SEI | Fidelity |
| Filing with the SEC since | 2021 | 2019 | 2022 |
| Tools in their stack | – | 1 | 4 |
| People on Advicer.bio | 1 | 5 | 6 |
From each firm's latest Form ADV (Mar 2026, Sep 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.