| As of Date | 02/12/2026 |
| Registration | SEC, Approved, 01/03/2022 |
| ADV Location | NEWPORT BEACH, CA, United States |
| Contact Info | 949 xxxxxxx |
| Websites |
| AUM* | 110,000,000 18% |
| of that, discretionary | 110,000,000 18% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,375,000 28% |
| % High Net Worth | 75.00% 2% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds