Oro Valley, AZ | Gig Harbor, WA | ||
|---|---|---|---|
| Assets under management | $4.5M | $4.7M | $4.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 4 | 3 | 1 |
| Individual clients | 27 | 27 | – |
| Assets per client | $167K | $176K | – |
| Clients per advisor | 7 | 9 | – |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | 2 | 1 |
| People on Advicer.bio | 3 | 2 | 1 |
From each firm's latest Form ADV (Mar 2026, May 2026, Oct 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.