| Total AUM | $227.4M |
| Discretionary | $222.9M98% of AUM |
| Non-Discretionary | $4.5M |
| Client Accounts | 599 |
| Avg Account Size | $380K |
| Employees | 8 |
| Peak AUM | $227.4MMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $227M | +16.7% | +16.1% | +13.5% | |
| Discretionary AUM | |||||
| Total AUM | $227.4M |
| Discretionary | $222.9M |
| Employees | 8 |
| Client Accounts | 599 |
| Client Range | 101-250 |
Address
1802 TICE VALLEY BLVD
WALNUT CREEK CA 94595
Phone
877-432-4645
Filing History
29 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$223M
98.0% of AUM
Non-Discretionary
$4M
2.0% of AUM
Disc. mix ▼ 1.1pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$227M
| $223M |
| +15.4% |
| +15.3% |
| +13.0% |
| Non-Disc. AUM | $4M | +165.4% | +218.0% | — |
| Total Accounts | 599 | +5.8% | +7.2% | +12.7% |
| Avg Account Size | $379,608.681 | +10.3% | +8.3% | +0.7% |
| Employees | 8 | +14.3% | +4.6% | +2.7% |
| AUM / Employee | $28M | +2.1% | +11.0% | +10.5% |
Client AUM Segments | |||||
| Wealth AUM | $227M | +16.7% | +16.1% | +13.5% | |
| Institutional AUM | $46,859 | +118.5% | — | — | |
Client Count Segments | |||||
| HNW Clients | 139 | +0.7% | +2.5% | +7.0% | |
| Individuals | 62 | +3.3% | +6.7% | +8.6% | |