Pasadena, CA | Laguna Hills, CA | Santa Rosa, CA | |
|---|---|---|---|
| Assets under management | $45.2M | $47.6M | $42.9M |
| Asset growth, last 2 years | +686% | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 60 | 129 | 127 |
| Assets per client | $753K | $369K | $337K |
| Clients per advisor | 60 | 129 | 127 |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2023 | 2026 | 2026 |
| Tools in their stack | 4 | – | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Apr 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.