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Wealth Manager · Boutique (under $100M)
CRD 332799
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $562K
- Discretionary
- $0
- Clients
- 763
- Avg AUM / client
- $736
- Accounts
- 763
- Employees
- 15
AUM over time
$0
$562K
Nov 15, 2024
Mar 31, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 639 | $427K | 75.9% |
| High net worth individuals | 124 | $135K | 24.1% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.