| As of Date | 09/30/2026 |
| Registration | SEC, Approved, 04/24/2025 |
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| ADV Location | CHANDLER, AZ, United States |
| Contact Info | 480 xxxxxxx |
| Websites |
| AUM* | 229,766,959 36% |
| of that, discretionary | 229,766,959 100% |
| Number of Employees | 6 200% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 540,628 |
| % High Net Worth | 66.67% |
| 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
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker46432F842 | Stock NameISHARES TR | $ Position$1,772,516 | % Position11.00% | $ Change-93.00% | # Change-93.00% |
| Stck Ticker92206C847 | Stock NameVANGUARD SCOTTSDALE FDS | $ Position$1,577,354 | % Position10.00% | $ Change-91.00% | # Change-90.00% |
| Stck Ticker46138J783 | Stock NameINVESCO EXCH TRD SLF IDX FD | $ Position$1,493,531 | % Position9.00% | $ Change-88.00% | # Change-88.00% |
| Stck Ticker464287457 | Stock NameISHARES TR | $ Position$1,356,446 | % Position8.00% | $ Change-11.00% | # Change-10.00% |
| Stck Ticker46434G103 | Stock NameISHARES INC | $ Position$1,371,036 | % Position8.00% | $ Change-90.00% | # Change-90.00% |
| Stck Ticker464287440 | Stock NameISHARES TR | $ Position$1,205,864 | % Position7.00% | $ Change-94.00% | # Change-94.00% |
| Stck Ticker922907746 | Stock NameVANGUARD MUN BD FDS | $ Position$1,142,892 | % Position7.00% | $ Change-60.00% | # Change-58.00% |
| Stck Ticker808524805 | Stock NameSCHWAB STRATEGIC TR | $ Position$903,900 | % Position6.00% | $ Change-42.00% | # Change-41.00% |
| Stck Ticker464287804 | Stock NameISHARES TR | $ Position$1,031,999 | % Position6.00% | $ Change-88.00% | # Change-87.00% |
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$833,245 | % Position5.00% | $ Change-93.00% | # Change-93.00% |