Woodland Hills, CA | Santa Ana, CA | ||
|---|---|---|---|
| Assets under management | $250K | $274K | $234K |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 1 | 2 | 6 |
| Assets per client | $250K | $137K | $39K |
| Clients per advisor | 1 | 2 | 6 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2019 | 2026 | 2022 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | – | 1 | 1 |
From each firm's latest Form ADV (Jul 2026, Feb 2026, Jun 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.