| As of Date | 04/16/2026 |
| Registration | SEC, Approved, 04/24/2025 |
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| ADV Location | SANTA ROSA, CA, United States |
| Contact Info | 707 xxxxxxx |
| Websites |
| AUM* | 350,000,000 14% |
| of that, discretionary | 350,000,000 14% |
| Number of Employees | 4 -20% |
| of those in investment advisory functions | 3 -25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 388,027 3% |
| % High Net Worth | 57.23% 124% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- State or municipal government entities
- 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