Sacramento, CA | Mission Viejo, CA | Gold River, CA | |
|---|---|---|---|
| Assets under management | $33.7M | $35.7M | $32M |
| Asset growth, last 2 years | −91% | – | – |
| Advisory staff | 3 | 1 | 1 |
| Individual clients | 141 | 133 | 137 |
| Assets per client | $239K | $268K | $233K |
| Clients per advisor | 47 | 133 | 137 |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2022 | 2026 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 3 | 1 | – |
From each firm's latest Form ADV (Apr 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.