| Total AUM | $177.2M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $177.2M |
| Client Accounts | 725 |
| Avg Account Size | $244K |
| Employees | 3 |
| Peak AUM | $177.2MFeb 2026 |
| AUM CAGR | +21.0% /yrover 2 yrs · 5 filings |
Total AUM
$177M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $177M | +16.6% | +21.0% | — | — |
| Non-Disc. AUM | $177M | +16.6% | |||
| Total AUM | $177.2M |
| Discretionary | $0 |
| Employees | 3 |
| Client Accounts | 725 |
| Client Range | 0 |
Address
162 NORTH 400 EAST
ST. GEORGE UT 84770
Phone
435-634-9008
Filing History
5 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$177M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| +21.0% |
| — |
— |
| Total Accounts | 725 | +15.8% | +15.0% | — | — |
| Avg Account Size | $244,471.545 | +0.7% | +5.2% | — | — |
| Employees | 3 | +50.0% | +24.8% | — | — |
| AUM / Employee | $59M | 22.3% | 3.0% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $177M | +16.6% | +21.0% | — | — |
Client Count Segments | |||||
| HNW Clients | 508 | +32.3% | +32.6% | — | — |
| Individuals | 120 | +114.3% | +9.9% | — | — |