Oakland, CA | Roseville, CA | Arcadia, CA | |
|---|---|---|---|
| Assets under management | $12.9M | $13.5M | $12.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 7 | 11 | 51 |
| Assets per client | $1.8M | $1.2M | $237K |
| Clients per advisor | 7 | 11 | 51 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | – | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Jun 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.