RIA Intel›Advisers›California›LIU, JACK, XIAOSUI

LIU, JACK, XIAOSUI

Advisory

CA

Data as of Jan 7, 2026 · Source: SEC Form ADV

Rank in CA

#5,031

of 5,480 advisers by AUM

Average account

$1M

across 3 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 7, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients3

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

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

3 clients

3 high-net-worth

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

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Advisers of similar size in CA

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

YAGER ROBERT ALAN

$4M

BALL, BRADLEY MAURICE

$4M

MOORE, RONALD KEITH

$4M

DEVENS WEALTH MANAGEMENT LLC

$4M

MESCHURES CAMPEAS THOMPSON SNYDER POCRAS & LEVIN LLP

BEVERLY HILLS, CA

$3M

ADUNA CAPITAL LLC

$3M

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