Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Client Coverage Demographics
Top client segmentHNWI represent 59.5% of total clients.
Top client categories% of clientsClients
1
HNWI
59.5%
44
2
Individuals
40.5%
30
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$168Mas of March 20, 2026
Discretionary100.0%
$168M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$168M
Total Accounts263
10Y AUM Change+$48M (+40.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee37:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.