| As of Date | 03/25/2026 |
| Registration | SEC, Approved, 04/08/2022 |
| ADV Location | SCOTTSDALE, AZ, United States |
| Contact Info | (20 xxxxxxx |
| Websites |
| AUM* | 84,171,271 -17% |
| of that, discretionary | 84,171,271 -17% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 454,980 56% |
| % High Net Worth | 12.78% -30% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Other investment advisers
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker78468R663 | Stock NameSPDR SER TR | $ Position$13,350,429 | % Position21.00% | $ Change2.00% | # Change2.00% |
| Stck Ticker464288679 | Stock NameISHARES TR | $ Position$12,931,983 | % Position20.00% | $ Change-1.00% | # Change-1.00% |
| Stck Ticker46436E718 | Stock NameISHARES TR | $ Position$12,625,554 | % Position20.00% | $ Change0.00% | # Change0.00% |
| Stck Ticker46138G888 | Stock NameINVESCO EXCH TRADED FD TR II | $ Position$12,485,842 | % Position20.00% | $ Change0.00% | # Change-1.00% |
| Stck Ticker97717Y527 | Stock NameWISDOMTREE TR | $ Position$12,215,463 | % Position19.00% | $ Change-1.00% | # Change-1.00% |