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Wealth Manager · Boutique (under $100M)
CRD 328800
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ADV data as of Sep 04, 2025
- Regulatory AUM
- $19.5K
- Discretionary
- $19.5K
- Clients
- 6
- Avg AUM / client
- $3.3K
- Accounts
- 6
- Employees
- 2
AUM over time
$0
$19.5K
Oct 20, 2023
Sep 4, 2025
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 04, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6 | $19.5K | 100.0% |
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
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: Sep 04, 2025.