Walnut Creek, CA | Irvine, CA | Redding, CA | |
|---|---|---|---|
| Assets under management | $93.2M | $98.4M | $88.1M |
| Asset growth, last 2 years | +136% | +60% | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 35 | 105 | 113 |
| Assets per client | $2.7M | $937K | $779K |
| Clients per advisor | 35 | 105 | 113 |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2019 | 2017 | 2026 |
| Tools in their stack | – | 3 | 1 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Feb 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.