N
N
Wealth Manager · Boutique (under $100M)
CRD 326836
·
☆ Save with Pro
ADV data as of Feb 16, 2026
- Regulatory AUM
- $190K
- Discretionary
- $190K
- Clients
- 18
- Avg AUM / client
- $10.6K
- Accounts
- 18
- Employees
- 3
AUM over time
$0
$330K
Dec 2023
Dec 2025
Annual snapshots from Form ADV filings · as of Feb 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 16 | $120K | 63.2% |
| Corporations and other businesses | 2 | $70.0K | 36.8% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Anchorage Digital Bank National Association $190K (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 16, 2026.