DBA: TINDERWEALTH
| Total AUM | $10.0M |
| Discretionary | $10.0M100% of AUM |
| Client Accounts | 7 |
| Avg Account Size | $1.4M |
| Employees | 1 |
| Peak AUM | $10.0MMar 2026 |
| AUM CAGR | +14.5% /yrover 3 yrs · 12 filings |
Total AUM
$10M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $10M | +25.0% | +15.7% | — | |
| Discretionary AUM | $10M | ||||
| Total AUM | $10.0M |
| Discretionary | $10.0M |
| Employees | 1 |
| Client Accounts | 7 |
| Client Range | 0 |
Phone
415-690-7390
Filing History
12 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$10M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| +25.0% |
| +15.7% |
| — |
| Total Accounts | 7 | 0.0% | 0.0% | — |
| Avg Account Size | $1M | +25.0% | +15.7% | — |
| Employees | 1 | 0.0% | 0.0% | — |
| AUM / Employee | $10M | +25.0% | +15.7% | — |
Client AUM Segments | |||||
| Wealth AUM | $10M | +25.0% | +15.7% | — | |