RIA Intel›Advisers›Nevada›DISCRETIONARY INC.

DISCRETIONARY INC.

Advisory

RENO, NV

Data as of Mar 12, 2026 · Source: SEC Form ADV

Average account

$93K

across 15 accounts

AUM per adviser

$1M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM

$1M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$1M

Discretionary AUM$1M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients10

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNV

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

10 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NV

Closest by assets under management. All figures from Form ADV.

PANTHERA CAPITAL LLC

$1M

IRONFORGE LLC DBA FORTHRIGHT PARTNERS

$1M

DWJ, LLC

LAS VEGAS, NV

$1M

WINSTON WEALTH STRATEGIES, LLC

$2M

HATCHET FINANCIAL, LLC

$1M

WOLF PACK WEALTH LLC

RENO, NV

$1M

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