Mill Valley, CA | Los Angeles, CA | Newport Beach, CA | |
|---|---|---|---|
| Assets under management | $70.9M | $74.5M | $74.5M |
| Asset growth, last 2 years | +151% | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 445 | 101 | 20 |
| Assets per client | $159K | $738K | $3.7M |
| Clients per advisor | 445 | 101 | 20 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jun 2026, Mar 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.