Adviser Profile
| As of Date | 09/02/2026 |
| Registration | SEC, Approved, 03/05/2025 |
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| Former registrations | |
| ADV Location | MESA, AZ, United States |
| Contact Info | 888 xxxxxxx |
| Websites |
| AUM* | 150,821,334 34% |
| of that, discretionary | 150,821,334 34% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 571,293 -15% |
| % High Net Worth | 62.75% 49% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
Reported AUM
151M
129M
108M
86M
65M
43M
22M
2025
2026
Private Funds
No private funds