Orange, CA | San Mateo, CA | Bellevue, WA | |
|---|---|---|---|
| Assets under management | $12.2M | $12.9M | $11.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 17 | 76 | 15 |
| Assets per client | $720K | $170K | $775K |
| Clients per advisor | 17 | 76 | 15 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Feb 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.