San Mateo, CA | Irvine, CA | Los Angeles, CA | |
|---|---|---|---|
| Assets under management | $55.9M | $58.8M | $53M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 59 | 112 | 244 |
| Assets per client | $948K | $525K | $217K |
| Clients per advisor | 59 | 112 | 81 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | – | 1 | 3 |
From each firm's latest Form ADV (Jun 2026, Feb 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.