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Wednesday, November 4, 2026 · Today’s edition, 6:30 a.m. ETWed, Nov 4 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
103%AUM growth, 2024 to 2026
$229MAUM in the 2026 filing
162%client growth
13people at the firm

AUM by filing

$109M2023
$113M2024
$150M2025
$229M2026

Clients by filing

4702023
4522024
8972025
1,1822026

Key people

  • Michael VissotskiOwner, PartnerOwner · 16 years at the firm
    in
  • Michael MazzolaOwner, Wealth AdvisorOwner · 16 years at the firm
    in
  • Natalie SnyderVice President, Operations2 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth103%104%
  • Client growth162%43%
  • People137
  • AUM per person$17.7M$49.7M

Rank by measure

  • Official rankNo. 53103%
  • Client growthNo. 5162%
  • AUM added per personNo. 98$8.9M
  • AUM per personNo. 99$17.7M
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Vima: No. 53 on The Lean 100 (2026) — Private Wealth Daily