Newport Beach, CA | Newport Beach, CA | Walnut Creek, CA | |
|---|---|---|---|
| Assets under management | $70.6M | $74.5M | $74.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 17 | 20 | 57 |
| Assets per client | $4.2M | $3.7M | $1.3M |
| Clients per advisor | 17 | 20 | 19 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 1 | 1 | 3 |
From each firm's latest Form ADV (Mar 2026, Jan 2026, Apr 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.