Brea, CA | Carlsbad, CA | Fresno, CA | |
|---|---|---|---|
| Assets under management | $10.2M | $10.8M | $10.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 12 | 18 | 10 |
| Assets per client | $850K | $599K | $1.1M |
| Clients per advisor | 12 | 18 | 10 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 1 | 5 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jan 2026, Feb 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.