| As of Date | 07/30/2026 |
| Registration | SEC, Approved, 07/05/2024 |
| ADV Location | LAS VEGAS, NV, United States |
| Contact Info | (63 xxxxxxx |
| Websites |
| AUM* | 285,001,611 39% |
| of that, discretionary | 277,443,211 48% |
| Number of Employees | 7 75% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,614,694 407% |
| % High Net Worth | 77.98% 77% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds