| Total AUM | $194.7M |
| Discretionary | $194.7M100% of AUM |
| Client Accounts | 305 |
| Avg Account Size | $638K |
| Employees | 2 |
| Peak AUM | $194.7MMar 2026 |
| AUM CAGR | +12.1% /yrover 2 yrs · 8 filings |
Total AUM
$195M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $195M | +16.2% | +12.1% | — | |
| Discretionary AUM | $195M | ||||
| Total AUM | $194.7M |
| Discretionary | $194.7M |
| Employees | 2 |
| Client Accounts | 305 |
| Client Range | 26-50 |
Phone
775-323-1488
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$195M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| +16.2% |
| +12.1% |
| — |
| Total Accounts | 305 | 2.2% | +6.0% | — |
| Avg Account Size | $638,275.649 | +18.9% | +5.8% | — |
| Employees | 2 | 0.0% | 0.0% | — |
| AUM / Employee | $97M | +16.2% | +12.1% | — |
Client AUM Segments | |||||
| Wealth AUM | $195M | +20.5% | +14.3% | — | |
Client Count Segments | |||||
| HNW Clients | 71 | 38.3% | 21.9% | — | |
| Individuals | 102 | +131.8% | +63.0% | — | |