| Total AUM | $103.0M |
| Discretionary | $103.0M100% of AUM |
| Client Accounts | 118 |
| Avg Account Size | $873K |
| Employees | 13 |
| Peak AUM | $103.0MMar 2026 |
Total AUM
$103M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $103M | +98.4% | +821.1% | — | |
| Discretionary AUM | $103M | ||||
| Total AUM | $103.0M |
| Discretionary | $103.0M |
| Employees | 13 |
| Client Accounts | 118 |
| Client Range | 1-10 |
Address
650 WASHINGTON RD
PITTSBURGH PA 15228
Phone
833-730-3700
Filing History
24 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$103M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +98.4% |
| +821.1% |
| — |
| Total Accounts | 118 | +47.5% | +114.2% | — |
| Avg Account Size | $873,148.153 | +34.5% | +330.0% | — |
| Employees | 13 | +8.3% | +9.1% | +38.5% |
| AUM / Employee | $8M | +83.2% | +744.0% | — |
Client AUM Segments | |||||
| Wealth AUM | $67M | +177.9% | +697.2% | — | |
| Institutional AUM | $36M | +29.9% | — | — | |
Client Count Segments | |||||
| HNW Clients | 42 | +23.5% | +67.1% | — | |
| Institutional | 7 | — | — | — | |
| Individuals | 18 | +80.0% | +81.7% | — | |