Mission Viejo, CA | Newport Beach, CA | Costa Mesa, CA | |
|---|---|---|---|
| Assets under management | $37.8M | $40M | $40M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 4 |
| Individual clients | 91 | – | 90 |
| Assets per client | $416K | – | $444K |
| Clients per advisor | 91 | – | 23 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | – | 1 |
| People on Advicer.bio | 1 | 1 | 5 |
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.