| Total AUM | $221.6M |
| Discretionary | $221.6M100% of AUM |
| Client Accounts | 876 |
| Avg Account Size | $253K |
| Employees | 9 |
| Peak AUM | $221.6MMar 2026 |
Total AUM
$222M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $222M | +24.6% | +31.0% | — | |
| Discretionary AUM | $222M | ||||
| Total AUM | $221.6M |
| Discretionary | $221.6M |
| Employees | 9 |
| Client Accounts | 876 |
| Client Range | 101-250 |
Address
2534 ANTHEM VILLAGE DR, SUITE 100
HENDERSON NV 89052
Phone
702-745-1800
Filing History
14 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$222M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +24.6% |
| +31.0% |
| — |
| Total Accounts | 876 | +20.5% | +31.7% | — |
| Avg Account Size | $252,934.775 | +3.4% | 0.5% | — |
| Employees | 9 | +12.5% | +22.3% | — |
| AUM / Employee | $25M | +10.7% | +7.1% | — |
Client AUM Segments | |||||
| Wealth AUM | $212M | +18.9% | +29.0% | — | |
| Institutional AUM | $10M | — | — | — | |
Client Count Segments | |||||
| HNW Clients | 293 | +18.6% | +17.5% | — | |
| Individuals | 46 | +7.0% | +25.0% | — | |