Windham, NH | Westlake Village, CA | ||
|---|---|---|---|
| Assets under management | $21.8M | $22.9M | $20.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 4 |
| Individual clients | 33 | 50 | 10 |
| Assets per client | $661K | $458K | $2.1M |
| Clients per advisor | 33 | 50 | 3 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2022 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 1 | 4 |
From each firm's latest Form ADV (Mar 2026, Sep 2026, Jan 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.