| Total AUM | $1.48B |
| Discretionary | $1.47B99% of AUM |
| Non-Discretionary | $13.6M |
| Client Accounts | 1,707 |
| Avg Account Size | $869K |
| Employees | 16 |
| Peak AUM | $1.48BJan 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.5B | +20.7% | +23.4% | — | |
| Discretionary AUM | $1.5B | ||||
| Total AUM | $1.48B |
| Discretionary | $1.47B |
| Employees | 16 |
| Client Accounts | 1707 |
| Client Range | 1-10 |
Address
530 WILSHIRE BLVD
SANTA MONICA CA 90401
Phone
(424) 447-8268
Filing History
17 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.5B
99.1% of AUM
Non-Discretionary
$14M
0.9% of AUM
Disc. mix ▲ 0.4pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$1.5B
| +21.2% |
| +23.9% |
| — |
| Non-Disc. AUM | $14M | 18.7% | 5.7% | — |
| Total Accounts | 2k | +6.6% | +8.2% | — |
| Avg Account Size | $869,426.926 | +13.2% | +14.1% | — |
| Employees | 16 | 0.0% | +7.6% | +32.2% |
| AUM / Employee | $93M | +20.7% | +14.7% | — |
Client AUM Segments | |||||
| Wealth AUM | $1.5B | +20.8% | +23.1% | — | |
| Institutional AUM | $13M | +8.4% | +155.8% | — | |
Client Count Segments | |||||
| HNW Clients | 280 | +4.5% | +7.2% | — | |
| Individuals | 171 | +8.2% | +7.3% | — | |