Acquisition history The firm was acquired by Mercer Global Advisors in 2019, indicating potential integration and consolidation opportunities, especially for clients and assets under management that may be transitioning through the acquisition lifecycle.

AUM and client base Discretionary assets exceed $390 million managed for around 400 families, suggesting a solid middle-market advisory footprint with opportunities to cross-sell financial planning, tax planning, and advanced investment strategies to high-net-worth households.

Compliance and credentials Team includes CFPs, CFA, MS in Financial Planning, and tax-legal expertise, signaling capabilities to address sophisticated planning needs and potential partnerships for high-complexity estates and tax optimization services.

Geographic focus Based in Costa Mesa, California, serving Southern California and nationwide; potential to expand footprint through additional RIA partnerships, referrals, or white-labeling opportunities in nearby affluent markets.

Technology stack Utilizes a cloud-based, scalable tech stack (AWS, Google Cloud, WordPress/Joomla, MySQL) with modern security and performance capabilities, aligning with clients preferencing digital advisory experiences and offering scalable onboarding.