Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Lehi, UT | |||
|---|---|---|---|
| Assets under management | $209.2M | $219.9M | $198.5M |
| Asset growth, last 2 years | +25% | +35% | +13% |
| Advisory staff | 1 | 2 | 3 |
| Individual clients | 21 | 36 | 186 |
| Assets per client | $10M | $6.1M | $1.1M |
| Clients per advisor | 21 | 18 | 62 |
| Main custodian | – | SEI | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2022 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | – | 2 | 2 |
From each firm's latest Form ADV (Mar 2026, Apr 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Zimmermann Alan L: none listed · Alpha Wealth Strategies, LLC: SEI, Schwab · Prestige Wealthwide, LLC: Schwab