Seattle, WA | Kirkland, WA | San Mateo, CA | |
|---|---|---|---|
| Assets under management | $21.8M | $22.9M | $20.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 15 | 15 | 30 |
| Assets per client | $1.5M | $1.5M | $690K |
| Clients per advisor | 8 | 15 | 30 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 3 | – |
| People on Advicer.bio | 2 | 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.