Santa Monica, CA | Chino, CA | Lakeway, TX | |
|---|---|---|---|
| Assets under management | $61.5M | $65M | $64.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 26 | 141 | 50 |
| Assets per client | $2.4M | $461K | $1.3M |
| Clients per advisor | 26 | 141 | 50 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 4 | – | – |
| People on Advicer.bio | 1 | 2 | 3 |
From each firm's latest Form ADV (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.