Rancho Cucamonga, CA | Apple Valley, CA | Vallejo, CA | |
|---|---|---|---|
| Assets under management | $37.4M | $39.5M | $35.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 139 | 66 | 65 |
| Assets per client | $269K | $598K | $543K |
| Clients per advisor | 139 | 66 | 65 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (May 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.