Los Angeles, CA | Costa Mesa, CA | Oceanside, CA | |
|---|---|---|---|
| Assets under management | $27.6M | $29.1M | $29M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 2 |
| Individual clients | 26 | 119 | 56 |
| Assets per client | $1.1M | $245K | $517K |
| Clients per advisor | 26 | 60 | 28 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 2 | 2 |
From each firm's latest Form ADV (Feb 2026, Aug 2026, May 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.