Laguna Hills, CA | Los Angeles, CA | Healdsburg, CA | |
|---|---|---|---|
| Assets under management | $70.9M | $74.5M | $67.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 24 | 101 | 98 |
| Assets per client | $3M | $738K | $686K |
| Clients per advisor | 12 | 101 | 98 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Feb 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.