Adviser Profile
| As of Date | 03/02/2026 |
| Registration | SEC, Approved, 05/09/2025 |
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| Former registrations | |
| ADV Location | PETALUMA, CA, United States |
| Contact Info | 707 xxxxxxx |
| Websites |
| AUM* | 107,342,382 5% |
| of that, discretionary | 100,323,022 4% |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 315,713 3% |
| % High Net Worth | 21.01% 4% |
| 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
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
100M
86M
72M
57M
43M
29M
14M
2025
2026
Private Funds
No private funds