| Total AUM | $242.1M |
| Discretionary | $240.6M99% of AUM |
| Non-Discretionary | $1.5M |
| Client Accounts | 257 |
| Avg Account Size | $942K |
| Employees | 4 |
| Peak AUM | $242.1MMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $242M | +12.5% | +23.5% | +13.5% | |
| Discretionary AUM | |||||
| Total AUM | $242.1M |
| Discretionary | $240.6M |
| Employees | 4 |
| Client Accounts | 257 |
| Client Range | 0 |
Address
1635 VILLAGE CENTER CIR
LAS VEGAS NV 89134-6375
Phone
702-267-6649
Filing History
22 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$241M
99.4% of AUM
Non-Discretionary
$1M
0.6% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$242M
| $241M |
| +12.5% |
| +23.4% |
| +13.4% |
| Non-Disc. AUM | $1M | +9.4% | +28.2% | +49.3% |
| Total Accounts | 257 | +24.8% | +15.9% | +11.7% |
| Avg Account Size | $942,002.253 | 9.8% | +6.5% | +1.6% |
| Employees | 4 | 0.0% | 0.0% | +5.9% |
| AUM / Employee | $61M | +12.5% | +23.5% | +7.1% |
Client AUM Segments | |||||
| Wealth AUM | $229M | +12.8% | +24.2% | +14.7% | |
| Institutional AUM | $14M | +8.0% | +13.2% | 0.0% | |
Client Count Segments | |||||
| HNW Clients | 52 | +40.5% | +24.5% | +13.2% | |
| Institutional | 4 | 0.0% | 12.0% | 4.4% | |
| Individuals | 58 | +1.8% | +5.5% | +7.7% | |