Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Commissions
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
125
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$130Mas of March 9, 2026
Discretionary54.7%
$71M
55% of total RAUM54.7%
Non-discretionary45.3%
$59M
45% of total RAUM45.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$130M
Total Accounts185
10Y AUM Change+$68M (+111.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees80
Clients per Employee2:1
10Y Employee Change+5 (+6.7%)
* 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.