| As of Date | 07/10/2026 |
| Registration | SEC, Approved, 03/25/2024 |
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| ADV Location | HENDERSON, NV, United States |
| Contact Info | 702 xxxxxxx |
| Websites |
| AUM* | 292,084,297 88% |
| of that, discretionary | 248,929,004 107% |
| Number of Employees | 5 -17% |
| of those in investment advisory functions | 5 -17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 426,400 -5% |
| % High Net Worth | 16.48% -26% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker46436E718 | Stock NameISHARES TR | $ Position$14,246,440 | % Position7.00% | $ Change | # Change |
| Stck Ticker14020W106 | Stock NameCAPITAL GROUP DIVIDEND VALUE | $ Position$9,733,120 | % Position5.00% | $ Change | # Change |
| Stck Ticker45782C417 | Stock NameINNOVATOR ETFS TRUST | $ Position$8,294,217 | % Position4.00% | $ Change | # Change |
| Stck Ticker45782C870 | Stock NameINNOVATOR ETFS TRUST | $ Position$8,849,551 | % Position4.00% | $ Change | # Change |
| Stck Ticker921943858 | Stock NameVANGUARD TAX-MANAGED FDS | $ Position$8,396,931 | % Position4.00% | $ Change | # Change |
| Stck Ticker92189F676 | Stock NameVANECK ETF TRUST | $ Position$5,397,456 | % Position3.00% | $ Change | # Change |
| Stck Ticker45782C748 | Stock NameINNOVATOR ETFS TRUST | $ Position$7,012,554 | % Position3.00% | $ Change | # Change |
| Stck Ticker45782C383 | Stock NameINNOVATOR ETFS TRUST | $ Position$5,863,743 | % Position3.00% | $ Change | # Change |
| Stck Ticker52468L505 | Stock NameLEGG MASON ETF INVT | $ Position$5,469,110 | % Position3.00% | $ Change | # Change |
| Stck Ticker808524300 | Stock NameSCHWAB STRATEGIC TR | $ Position$6,361,385 | % Position3.00% | $ Change | # Change |