Emeryville, CA | Irvine, CA | Denver, CO | |
|---|---|---|---|
| Assets under management | $17.6M | $18.6M | $18.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 50 | 31 | 10 |
| Assets per client | $352K | $600K | $1.8M |
| Clients per advisor | 50 | 31 | 10 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Aug 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.