| As of Date | 08/24/2026 |
| Registration | SEC, Approved, 03/13/2024 |
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| ADV Location | CAVE CREEK, AZ, United States |
| Contact Info | 480 xxxxxxx |
| Websites |
| AUM* | 142,096,859 21% |
| of that, discretionary | 142,096,859 21% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 305,585 30% |
| % High Net Worth | 25.53% 4% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- A percentage of assets under your management
No private funds