AUM by filing
$83M2023
$113M2024
$175M2025
$259M2026
Clients by filing
702023
862024
1322025
1792026
Key people
- DB
Darin BeckeringPresident & Senior Wealth AdvisorOwner · 5 years at the firm
in - WE
Walid ElkhourySenior Wealth Advisor2 years at the firm
in - DB
Derek BeiningenDirector of Operations3 years at the firm
in
Against the list
- MeasureThis firmList median
- AUM growth129%104%
- Client growth108%43%
- People27
- AUM per person$129.6M$49.7M
Rank by measure
- Official rankNo. 31129%
- Client growthNo. 12108%
- AUM added per personNo. 5$72.9M
- AUM per personNo. 6$129.6M