Salt Lake City, UT | Crown Point, IN | Walnut Creek, CA | |
|---|---|---|---|
| Assets under management | $78.1M | $82.1M | $74.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 3 |
| Individual clients | 77 | 53 | 57 |
| Assets per client | $1M | $1.5M | $1.3M |
| Clients per advisor | 77 | 27 | 19 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | 1 | 2 |
| People on Advicer.bio | 1 | 2 | 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.