Total net worth
$48,498,676.16
+$2.39M this quarter
Platinum Elite
Credit Score
Exceptional824
FICO® 8 · Updated today
- Utilization
- 2%
- Avg. age
- 14.2 yrs
- Hard pulls
- 0 · 24mo
- On-time
- 100%
••4839
Checking
$16,462,766.04
+0.4% MoM
••7720
Savings
$8,250,000.00
4.65% APY
••1182
Investments
$23,785,910.12
+11.4% YTD
••9001
Available Credit
$2,000,000.00
Obsidian Reserve
Cash flow
Last 6 months
Portfolio allocation
Discretionary mandate · Moderate Growth
- US Equities38%
- Intl Equities18%
- Fixed Income22%
- Alternatives14%
- Cash8%
Recent transactions
Across all accounts
International Wire — Zurich, CH
Wire Transfer · Jun 21, 2026
-$1,250,000.00
Posted
BlackRock Q2 Dividend
Investment Income · Jun 20, 2026
+$184,320.55
Posted
LA County Property Tax
Tax Payment · Jun 19, 2026
-$68,420.00
Posted
Aman Tokyo — Suite Stay
Travel & Lodging · Jun 18, 2026
-$22,480.00
Posted
NetJets — Embraer Phenom 300
Travel · Jun 17, 2026
-$84,500.00
Posted
Goldman Sachs — Treasury Ladder
Investment Purchase · Jun 16, 2026
-$2,500,000.00
Settled
Edison — Bel Air Estate
Utilities · Jun 15, 2026
-$4,218.92
Posted
Savings goals
- Aspen Property Acquisition70%$8.4Mof $12M
- Family Foundation Endowment65%$3.25Mof $5M
- Yacht — Benetti 50m Refit25%$2.1Mof $8.5M
Security health
98/100
- 2FA enabled (Authenticator + Hardware key)
- Biometric sign-in active
- 24/7 fraud monitoring
- FDIC insured up to $250K · SIPC to $500K
Advisor insight
"Treasury yields are rolling off in Q3 — consider extending duration on $4M of the short ladder to lock in 5.1% before the September meeting."
— Eleanor Whitford, CFA