| Total AUM | $52.5M |
| Discretionary | $5.8M11% of AUM |
| Non-Discretionary | $46.7M |
| Client Accounts | 40 |
| Avg Account Size | $1.3M |
| Employees | 12 |
| Peak AUM | $142.5MApr 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $52M | +949.0% | — | — | |
| Discretionary AUM | $6M | ||||
| Total AUM | $52.5M |
| Discretionary | $5.8M |
| Employees | 12 |
| Client Accounts | 40 |
| Client Range | 0 |
Address
1621 CENTRAL AVE
CHEYENNE WY 82001
Phone
503 515 1313
Filing History
23 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$6M
11.0% of AUM
Non-Discretionary
$47M
89.0% of AUM
Disc. mix ▲ 11.0pp vs 1 year ago
Total AUM
$52M
| — |
| — |
| Non-Disc. AUM | $47M | +834.0% | — | — |
| Total Accounts | 40 | +700.0% | — | — |
| Avg Account Size | $1M | +31.1% | — | — |
| Employees | 12 | +1100.0% | — | — |
| AUM / Employee | $4M | 12.6% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $52M | +949.0% | — | — | |
Client Count Segments | |||||
| HNW Clients | 13 | +160.0% | — | — | |
| Individuals | 27 | — | — | — | |