Winter Park, FL | Palm Beach Gardens, FL | Gilbert, AZ | |
|---|---|---|---|
| Assets under management | $4.3M | $4.5M | $4.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 32 | 12 | 39 |
| Assets per client | $133K | $375K | $115K |
| Clients per advisor | 32 | 12 | 39 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2022 |
| Tools in their stack | – | – | 4 |
| People on Advicer.bio | – | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Dec 2022). 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.