Adviser Profile

As of Date 04/29/2026
Registration SEC, Approved, 11/13/2023
Other registrations (1)
ADV Location SCOTTSDALE, AZ, United States
Contact Info 480 xxxxxxx
Websites
AUM* 230,289,447 119%
of that, discretionary 230,289,447 119%
Number of Employees 4 33%
of those in investment advisory functions 4 33%
Private Fund GAV* 7,400,000
Avg Account Size 553,580 -1%
% High Net Worth 28.38% 31%
SMA’s No
Private Funds 1 1

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

230M 197M 164M 132M 99M 66M 33M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$16,118,730 % Position9.00% $ Change10.00% # Change-3.00%
Stck Ticker037833100 Stock NameAPPLE INC $ Position$12,430,638 % Position7.00% $ Change10.00% # Change-4.00%
Stck Ticker389637109 Stock NameGRAYSCALE BITCOIN TRUST ETF $ Position$7,552,509 % Position4.00% $ Change42.00% # Change0.00%
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$7,341,350 % Position4.00% $ Change67.00% # Change21.00%
Stck Ticker78468R663 Stock NameSPDR SERIES TRUST $ Position$7,096,846 % Position4.00% $ Change1.00% # Change1.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$5,551,062 % Position3.00% $ Change8.00% # Change4.00%
Stck Ticker11135F101 Stock NameBROADCOM INC $ Position$4,553,143 % Position3.00% $ Change-5.00% # Change3.00%
Stck Ticker18539C204 Stock NameCLEARWAY ENERGY INC (CALL) $ Position$2,634,300 % Position2.00% $ Change # Change
Stck Ticker22788C105 Stock NameCROWDSTRIKE HLDGS INC $ Position$4,211,643 % Position2.00% $ Change385.00% # Change250.00%
Stck TickerN07059210 Stock NameASML HLDG NV $ Position$3,858,857 % Position2.00% $ Change-4.00% # Change5.00%

Brochure Summary