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