Adviser Profile
| As of Date | 05/22/2026 |
| Registration | SEC, Approved, 11/18/2024 |
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| Former registrations | |
| ADV Location | LAS VEGAS, NV, United States |
| Contact Info | 702 xxxxxxx |
| Websites |
| AUM* | 206,399,319 74% |
| of that, discretionary | 206,399,319 74% |
| Number of Employees | 19 280% |
| of those in investment advisory functions | 8 60% |
| Private Fund GAV* | 0 |
| Avg Account Size | 197,890 20% |
| % High Net Worth | 8.92% 105% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
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
177M
147M
118M
88M
59M
29M
2024
2025
2026
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker78464A854 | Stock NameSPDR SERIES TRUST | $ Position$36,347,900 | % Position19.00% | $ Change | # Change |
| Stck Ticker46138G649 | Stock NameINVESCO EXCH TRADED FD TR II | $ Position$18,368,617 | % Position10.00% | $ Change | # Change |
| Stck Ticker025072349 | Stock NameAMERICAN CENTY ETF TR | $ Position$11,569,846 | % Position6.00% | $ Change | # Change |
| Stck Ticker46436E403 | Stock NameISHARES TR | $ Position$11,533,423 | % Position6.00% | $ Change | # Change |
| Stck Ticker025072703 | Stock NameAMERICAN CENTY ETF TR | $ Position$9,245,106 | % Position5.00% | $ Change | # Change |
| Stck Ticker092528603 | Stock NameBLACKROCK ETF TRUST II | $ Position$7,167,486 | % Position4.00% | $ Change | # Change |
| Stck Ticker78468R606 | Stock NameSPDR SERIES TRUST | $ Position$5,124,285 | % Position3.00% | $ Change | # Change |
| Stck Ticker025072877 | Stock NameAMERICAN CENTY ETF TR | $ Position$6,051,011 | % Position3.00% | $ Change | # Change |
| Stck Ticker46641Q332 | Stock NameJ P MORGAN EXCHANGE TRADED F | $ Position$5,542,061 | % Position3.00% | $ Change | # Change |
| Stck Ticker464288620 | Stock NameISHARES TR | $ Position$5,122,929 | % Position3.00% | $ Change | # Change |