Adviser Profile
| As of Date | 05/22/2026 |
| Registration | SEC, Approved, 11/18/2024 |
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| Former registrations | |
| ADV Location | LAS VEGAS, NV, United States |
| Contact Info | 702 xxxxxxx |
| Websites |
| AUM* | 206,399,319 74% |
| of that, discretionary | 206,399,319 74% |
| Number of Employees | 19 217% |
| of those in investment advisory functions | 8 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 197,890 20% |
| % High Net Worth | 8.92% 105% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
206M
177M
147M
118M
88M
59M
29M
2024
2025
2026
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker78464A854 | Stock NameSPDR SERIES TRUST | $ Position$39,582,924 | % Position20.00% | $ Change9.00% | # Change7.00% |
| Stck Ticker46138G649 | Stock NameINVESCO EXCH TRADED FD TR II | $ Position$19,616,577 | % Position10.00% | $ Change7.00% | # Change6.00% |
| Stck Ticker46436E403 | Stock NameISHARES TR | $ Position$12,668,669 | % Position6.00% | $ Change10.00% | # Change6.00% |
| Stck Ticker025072349 | Stock NameAMERICAN CENTY ETF TR | $ Position$12,109,189 | % Position6.00% | $ Change5.00% | # Change6.00% |
| Stck Ticker025072703 | Stock NameAMERICAN CENTY ETF TR | $ Position$9,667,516 | % Position5.00% | $ Change5.00% | # Change4.00% |
| Stck Ticker025072802 | Stock NameAMERICAN CENTY ETF TR | $ Position$6,212,008 | % Position3.00% | $ Change11.00% | # Change5.00% |
| Stck Ticker025072604 | Stock NameAMERICAN CENTY ETF TR | $ Position$5,989,555 | % Position3.00% | $ Change4.00% | # Change7.00% |
| Stck Ticker46641Q332 | Stock NameJ P MORGAN EXCHANGE TRADED F | $ Position$5,816,563 | % Position3.00% | $ Change5.00% | # Change5.00% |
| Stck Ticker025072323 | Stock NameAMERICAN CENTY ETF TR | $ Position$5,878,906 | % Position3.00% | $ Change-1.00% | # Change5.00% |
| Stck Ticker025072877 | Stock NameAMERICAN CENTY ETF TR | $ Position$6,093,664 | % Position3.00% | $ Change1.00% | # Change7.00% |