Sonoma, CA | Folsom, CA | Lake Oswego, OR | |
|---|---|---|---|
| Assets under management | $51.1M | $54M | $53.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 114 | 70 | 60 |
| Assets per client | $448K | $771K | $894K |
| Clients per advisor | 57 | 70 | 30 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | 2 |
| People on Advicer.bio | 2 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, Jul 2026, Feb 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.