Scottsdale, AZ | Olympia, WA | ||
|---|---|---|---|
| Assets under management | $73.4M | $77.1M | $77.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 86 | 73 | 67 |
| Assets per client | $854K | $1.1M | $1.2M |
| Clients per advisor | 43 | 73 | 34 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | – | 2 |
| People on Advicer.bio | 2 | 2 | 2 |
From each firm's latest Form ADV (Jul 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.