N
N
Wealth Manager · Boutique (under $100M)
CRD 342227
·
☆ Save with Pro
ADV data as of May 25, 2026
- Regulatory AUM
- $25.0M
- Discretionary
- $25.0M
- Clients
- 150
- Avg AUM / client
- $167K
- Accounts
- 1,000
- Employees
- 30
AUM over time
$0
$25.0M
Apr 23, 2026
May 25, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of May 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 150 | $25.0M | 100.0% |
| High net worth individuals | 0 | $0 | — |
| Banking or thrift institutions | 0 | $0 | — |
| Pension and profit sharing plans | 0 | $0 | — |
| Charitable organizations | 0 | $0 | — |
| State or municipal government entities | 0 | $0 | — |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 0 | $0 | — |
| Other | 0 | $0 | — |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Subscription fees
- • Fixed fees
Services
- • Financial planning services
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: May 25, 2026.