Mesa, AZ | Westlake Village, CA | ||
|---|---|---|---|
| Assets under management | $11.1M | $11.7M | $10.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 6 | 1 |
| Individual clients | 19 | 265 | 23 |
| Assets per client | $584K | $44K | $457K |
| Clients per advisor | 19 | 44 | 23 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2020 | 2026 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 1 | – | 1 |
From each firm's latest Form ADV (Mar 2026, Jun 2020, Aug 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.