Menlo Park, CA | San Luis Obispo, CA | ||
|---|---|---|---|
| Assets under management | $21.9M | $23M | $20.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 36 | 12 | 36 |
| Assets per client | $609K | $1.9M | $574K |
| Clients per advisor | 36 | 12 | 36 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 4 | 3 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, May 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.