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Wealth Manager · Boutique (under $100M)
CRD 329617
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ADV data as of Jun 25, 2025
- Regulatory AUM
- $20.3M
- Discretionary
- $20.3M
- Clients
- 108
- Avg AUM / client
- $188K
- Accounts
- 108
- Employees
- 5
AUM over time
$0
$20.3M
Jan 9, 2024
Jun 25, 2025
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 25, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 96 | $2.2M | 11.1% |
| High net worth individuals | 12 | $18.1M | 88.9% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed 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: Jun 25, 2025.