| Total AUM | $134.9M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $134.9M |
| Client Accounts | 374 |
| Avg Account Size | $361K |
| Employees | 2 |
| Peak AUM | $134.9MFeb 2026 |
Total AUM
$135M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $135M | +11.5% | +12.5% | +6.6% | |
| Non-Disc. AUM | $135M | ||||
| Total AUM | $134.9M |
| Discretionary | $0 |
| Employees | 2 |
| Client Accounts | 374 |
| Client Range | 0 |
Address
100 W. 17TH STREET
CHEYENNE WY 82001
Phone
307-514-4445
Filing History
14 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$135M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| +11.5% |
| +12.5% |
| +6.6% |
| Total Accounts | 374 | +5.1% | +4.6% | +5.3% |
| Avg Account Size | $360,595.906 | +6.1% | +7.5% | +1.2% |
| Employees | 2 | 0.0% | +26.8% | +16.0% |
| AUM / Employee | $67M | +11.5% | 11.3% | 8.1% |
Client AUM Segments | |||||
| Wealth AUM | $134M | +10.9% | +12.6% | +6.5% | |
| Institutional AUM | $722,031 | — | +0.7% | +28.0% | |
Client Count Segments | |||||
| HNW Clients | 126 | 11.9% | 1.3% | +1.4% | |
| Individuals | 70 | +62.8% | +19.1% | +13.4% | |