Disclosures
Assets Under Advisement (AUA) included on website are approximate, and as of March 31, 2026.
*Compound Annual Growth Rate (“CAGR”)
MAI Capital Management: December 31, 2017 through March 31, 2026
Apella Wealth: September 30, 2019 through March 31, 2026
Waverly Advisors: December 31, 2021 through March 31, 2026