San Diego, CA | Newport Beach, CA | Lafayette, CA | |
|---|---|---|---|
| Assets under management | $44.6M | $47.1M | $47M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 159 | 28 | 49 |
| Assets per client | $281K | $1.7M | $959K |
| Clients per advisor | 80 | 28 | 49 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | 3 | 1 |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Apr 2026, Mar 2026, May 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.