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Wealth Manager · Boutique (under $100M)
CRD 304148
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ADV data as of Mar 03, 2026
- Regulatory AUM
- $2
- Discretionary
- $2
- Clients
- 2
- Avg AUM / client
- $1
- Accounts
- 1
- Employees
- 2
AUM over time
$0
$5.0K
Jul 18, 2019
Mar 3, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2 | $2 | 100.0% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • MONTHLY FEES
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 03, 2026.