Olympia, WA | Malvern, PA | ||
|---|---|---|---|
| Assets under management | $145.1M | $152.5M | $152.5M |
| Asset growth, last 2 years | +33% | +58% | +28% |
| Advisory staff | 3 | 2 | 1 |
| Individual clients | 215 | 412 | 100 |
| Assets per client | $675K | $370K | $1.5M |
| Clients per advisor | 72 | 206 | 100 |
| Main custodian | Schwab | Pershing | Schwab |
| Filing with the SEC since | 2021 | 2020 | 2021 |
| Tools in their stack | 5 | 1 | 1 |
| People on Advicer.bio | 3 | 3 | 1 |
From each firm's latest Form ADV (Jun 2026, Sep 2026, Mar 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.