Adviser Profile
| As of Date | 09/09/2026 |
| Registration | SEC, Approved, 03/19/2026 |
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| Former registrations | |
| ADV Location | SAN FRANCISCO, CA, United States |
| Contact Info | 844 xxxxxxx |
| Websites |
| AUM* | 135,740,324 |
| of that, discretionary | 135,740,324 |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,330,787 |
| % High Net Worth | 21.43% |
| 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
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
109M
94M
78M
62M
47M
31M
16M
2026
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker46436E718 | Stock NameISHARES TR | $ Position$35,063,184 | % Position29.00% | $ Change | # Change |
| Stck Ticker808524102 | Stock NameSCHWAB STRATEGIC TR | $ Position$19,551,207 | % Position16.00% | $ Change | # Change |
| Stck Ticker921943858 | Stock NameVANGUARD TAX-MANAGED FDS | $ Position$14,812,122 | % Position12.00% | $ Change | # Change |
| Stck Ticker46429B267 | Stock NameISHARES TR | $ Position$10,450,234 | % Position9.00% | $ Change | # Change |
| Stck Ticker09789C788 | Stock NameBONDBLOXX ETF TRUST | $ Position$9,062,953 | % Position7.00% | $ Change | # Change |
| Stck Ticker92203J407 | Stock NameVANGUARD CHARLOTTE FDS | $ Position$6,329,089 | % Position5.00% | $ Change | # Change |
| Stck Ticker464288620 | Stock NameISHARES TR | $ Position$5,009,604 | % Position4.00% | $ Change | # Change |
| Stck Ticker46434G103 | Stock NameISHARES INC | $ Position$3,946,740 | % Position3.00% | $ Change | # Change |
| Stck Ticker922042858 | Stock NameVANGUARD INTL EQUITY INDEX F | $ Position$2,240,166 | % Position2.00% | $ Change | # Change |
| Stck Ticker921910733 | Stock NameVANGUARD WORLD FD | $ Position$2,845,776 | % Position2.00% | $ Change | # Change |