Meridian, ID | Boise, ID | ||
|---|---|---|---|
| Assets under management | $58.3M | $61.2M | $55.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 146 | 148 | 86 |
| Assets per client | $399K | $413K | $643K |
| Clients per advisor | 73 | 148 | 86 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Feb 2026, Aug 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.