| Total AUM | $251.6M |
| Discretionary | $89.7M36% of AUM |
| Non-Discretionary | $161.9M |
| Client Accounts | 127 |
| Avg Account Size | $2.0M |
| Employees | 1 |
| Peak AUM | $251.6MJan 2026 |
| AUM CAGR | +184.1% /yrover 3 yrs · 12 filings |
Total AUM
$252M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $252M | +236.7% | +184.1% | — | |
| Discretionary AUM | $90M | ||||
| Total AUM | $251.6M |
| Discretionary | $89.7M |
| Employees | 1 |
| Client Accounts | 127 |
| Client Range | 0 |
Address
3328 NE 32ND ST
FORT LAUDERDALE FL 33308
Phone
954-271-1075
Filing History
12 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$90M
35.7% of AUM
Non-Discretionary
$162M
64.3% of AUM
Disc. mix ▼ 42.6pp vs 1 year ago
| +53.4% |
| +101.4% |
| — |
| Non-Disc. AUM | $162M | +896.0% | +43100.9% | — |
| Total Accounts | 127 | +108.2% | +55.1% | — |
| Avg Account Size | $2M | +61.7% | +83.1% | — |
| Employees | 1 | 0.0% | 0.0% | — |
| AUM / Employee | $252M | +236.7% | +184.1% | — |
Client AUM Segments | |||||
| Wealth AUM | $60M | +10.8% | +86.9% | — | |
| Institutional AUM | $10M | +123.6% | +75.8% | — | |
| Fund / Pooled AUM | $20M | +23.0% | +21418.0% | — | |
| Other AUM | $162M | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 19 | +90.0% | +56.0% | — | |
| Institutional | 6 | 0.0% | +6.3% | — | |
| Pooled / Fund | 1 | 0.0% | 0.0% | — | |
| Individuals | 42 | 4.5% | +44.2% | — | |