Petaluma, CA | Woodland Hills, CA | Burbank, CA | |
|---|---|---|---|
| Assets under management | $76.3M | $80.6M | $80.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 2 | 1 |
| Individual clients | 105 | 41 | 53 |
| Assets per client | $727K | $2M | $1.5M |
| Clients per advisor | 35 | 21 | 53 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 3 | 2 | 1 |
From each firm's latest Form ADV (Jul 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.