Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 08/30/2021
ADV Location WILMINGTON, DE, United States
Contact Info 650 xxxxxxx
Websites
AUM* 4,866,565 42%
of that, discretionary 0
Number of Employees 2 -33%
of those in investment advisory functions
Private Fund GAV* 0
Avg Account Size 5,705 27909%
SMA’s No
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

Compensation Arrangments

Reported AUM

6M 5M 4M 3M 3M 2M 852K
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary