| Total AUM | $174.0M |
| Discretionary | $174.0M100% of AUM |
| Client Accounts | 618 |
| Avg Account Size | $282K |
| Employees | 3 |
| Peak AUM | $174.0MApr 2026 |
| AUM CAGR | +53.8% /yrover 1 yrs · 8 filings |
Total AUM
$174M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $174M | +59.3% | — | — | |
| Discretionary AUM | $174M | ||||
| Total AUM | $174.0M |
| Discretionary | $174.0M |
| Employees | 3 |
| Client Accounts | 618 |
| Client Range | 251-500 |
Address
6021 KATELLA AVE
CYPRESS CA 90630
Phone
714-262-1658
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$174M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| — |
| — |
| Total Accounts | 618 | +23.6% | — | — |
| Avg Account Size | $281,502.665 | +28.9% | — | — |
| Employees | 3 | 0.0% | — | — |
| AUM / Employee | $58M | +59.3% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $174M | +59.3% | — | — | |
Client Count Segments | |||||
| HNW Clients | 603 | +20.6% | — | — | |
| Individuals | 15 | 58.3% | — | — | |