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Wealth Manager · Boutique (under $100M)
CRD 331742
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ADV data as of May 30, 2025
- Regulatory AUM
- $35.0M
- Discretionary
- $35.0M
- Clients
- 25
- Avg AUM / client
- $1.4M
- Accounts
- 25
- Employees
- 1
AUM over time
$35.0M
$35.0M
Jul 25, 2024
May 30, 2025
Reported AUM from Form ADV filings, plotted by filing date · as of May 30, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 25 | $35.0M | 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: May 30, 2025.