Redwood City, CA | Diamond Bar, CA | Lynchburg, VA | |
|---|---|---|---|
| Assets under management | $60.7M | $64.2M | $63.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 3 | 1 |
| Individual clients | 29 | 126 | 66 |
| Assets per client | $2.1M | $509K | $966K |
| Clients per advisor | 29 | 42 | 66 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 1 | 3 | 2 |
From each firm's latest Form ADV (Jan 2026, Mar 2026, Sep 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.