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Wealth Manager · Boutique (under $100M)
CRD 336168
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ADV data as of Sep 19, 2025
- Regulatory AUM
- $5.1K
- Discretionary
- $5.1K
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 2
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 | $5.1K | 100.0% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Subscription fees
Services
- • Financial planning 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 19, 2025.