Adviser Profile
| As of Date | 01/22/2026 |
| Registration | SEC, Approved, 03/02/2026 |
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| Former registrations | |
| ADV Location | JACKSON, WY, United States |
| Contact Info | 1.3 xxxxxxx |
| Websites |
| AUM* | 100,067,252 |
| of that, discretionary | 100,067,252 |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,704,520 |
| % High Net Worth | 30.00% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
100M
86M
71M
57M
43M
29M
14M
2026
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name LINDA LOUREY, CPA | Filing Date02/24/2025 | Form ADV-E View Report |
| Accounting Firm Name LINDA LOUREY, CPA | Filing Date02/27/2024 | Form ADV-E View Report |