Maya Nakamura's net worth is up 21% in 90 days

Maya Nakamura · HNW · 60-69 · Tampa, FL · Advisor Elena Brandt

Why it fired

From $1,655,385 to $2,003,394, a change of $348,009 across accounts linked for the whole period.

Rule: Net worth up 10% over 30 days or 18% over 90 days, on accounts linked for the whole window.

Net worth

Evidence (9)

Reported balance
Apr 20, 2025 · Empower 401(k)
$1,624,297
Reported balance
Apr 20, 2025 · Your Firm brokerage account
$649,351
Reported balance
Apr 20, 2025 · Your Firm IRA account
$361,208
Transfer to Your Firm brokerage ••5341
May 12, 2025 · Ally Bank checking account
−$17,200
Transfer from Ally Bank checking ••4258
May 12, 2025 · Your Firm brokerage account
+$17,200
Transfer to Your Firm brokerage ••5341
Jul 12, 2025 · Ally Bank checking account
−$14,900
Reported balance
Jul 20, 2025 · Empower 401(k)
$1,801,393
Reported balance
Jul 20, 2025 · Your Firm brokerage account
$750,739
Reported balance
Jul 20, 2025 · Your Firm IRA account
$399,051

Every number above comes from the synthetic data that triggered this signal.

Suggested next step

“Maya, good news: your net worth has grown nicely lately. It's a smart moment to rebalance and make sure no single position has grown too large.”

A prompt for a conversation, not financial advice.

Status: Dismissed