Walnut Creek, CA | Laguna Beach, CA | Benicia, CA | |
|---|---|---|---|
| Assets under management | $90.3M | $95.3M | $95M |
| Asset growth, last 2 years | – | – | +175% |
| Advisory staff | 3 | 1 | 1 |
| Individual clients | 160 | 78 | 89 |
| Assets per client | $564K | $1.2M | $1.1M |
| Clients per advisor | 53 | 78 | 89 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 3 | 1 | 1 |
From each firm's latest Form ADV (May 2026, Jan 2026, Mar 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.