Adviser Profile

As of Date 09/21/2026
Registration SEC, Approved, 04/15/2025
Other registrations (1)
ADV Location LAS VEGAS, NV, United States
Contact Info 702 xxxxxxx
Websites
AUM* 205,501,795
of that, discretionary 205,501,795 100%
Number of Employees 2 100%
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 2,894,391
% High Net Worth 100.00% 900%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals

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 176M 147M 117M 88M 59M 29M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees