Mission Viejo, CA | Santa Monica, CA | Newport Beach, CA | |
|---|---|---|---|
| Assets under management | $58.5M | $61.5M | $61.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 58 | 26 | 44 |
| Assets per client | $1M | $2.4M | $1.4M |
| Clients per advisor | 29 | 26 | 44 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 6 | 4 | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Aug 2026, 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.