San Francisco, CA | Woodland Hills, CA | San Mateo, CA | |
|---|---|---|---|
| Assets under management | $1M | $1.1M | $1.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 10 | 3 | 6 |
| Assets per client | $100K | $367K | $178K |
| Clients per advisor | 10 | 2 | 6 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2025 | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | – | 2 | 1 |
From each firm's latest Form ADV (May 2025, Jul 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.