AS OF JUL 17, 2026 · MARKET CLOSE
0 DEMO ACTIONS THIS SESSION
Holdings & capital $520k NOW · $3.04M ≤30D · $1.99M RESTRICTED · $20.0M ILLIQUID
ALL PRIVATE COMPANY REAL ESTATE PUBLIC MARKETS CASH RETIREMENT EDUCATION ALTERNATIVES CRYPTO LIABILITIES
HOLDING ENTITY / LIQUIDITY BASIS EVIDENCE VALUE
PRIVATE COMPANY $15.12M
Meridian Fabrication Co. - 90%
The operating company and the center of gravity: 60% of household assets. Next valuation refresh is on the calendar for November 2026.
MERIDIAN FABRICATION · ILLIQUID
INDEPENDENT VALUATION OF 100% EQUITY AT $16.8M VERIFIED
AGING · 214d E3
$15.12M
REAL ESTATE $4.63M
Industrial building - 14 Foundry Rd
Held in Alden Real Estate LLC and leased to the company. The appraisal is 22 months old - an updated one is queued (LA-2).
PLANT · ILLIQUID
BANK APPRAISAL VERIFIED
STALE · 679d E4
$2.4M
Primary residence
Trust-titled. Carried at a market estimate, flagged as such.
RESIDENCE · ILLIQUID
MARKET ESTIMATE ESTIMATE
AGING · 124d E6
$1.45M
Lake cabin
Trust-titled. County assessment, January 2026.
CABIN · ILLIQUID
COUNTY ASSESSMENT VERIFIED
AGING · 178d E5
$780k
PUBLIC MARKETS $2.31M
Taxable brokerage
Index funds and treasuries in the trust's name. Up $46k on the June statement.
BROKERAGE · ≤30 DAYS
CUSTODIAN STATEMENT VERIFIED
CURRENT · 17d E1
$2.31M
CASH $520k
Cash & money market
Operating cash plus the distribution reserve. Available now.
CASH · NOW
BANK BALANCES VERIFIED
CURRENT · 2d E1
$520k
RETIREMENT $1.78M
Marta - 401(k)
Beneficiary still reads “estate” - the register flags it (LA-4).
RETIREMENT · RESTRICTED
PLAN STATEMENT VERIFIED
CURRENT · 17d E14
$1.14M
Paul - rollover IRA
Beneficiary: the revocable trust. Current.
RETIREMENT · RESTRICTED
CUSTODIAN STATEMENT VERIFIED
CURRENT · 17d E14
$640k
EDUCATION $210k
529 plan - Sam
Owner Marta, beneficiary Sam.
529 PLAN · RESTRICTED
PLAN STATEMENT VERIFIED
CURRENT · 17d E14
$210k
ALTERNATIVES $250k
Halewood Robotics SAFE
Carried at cost. The April founder update mentions a bridge round - reported, not verified.
VENTURE NOTE · ILLIQUID
COST, PER FOUNDER UPDATE REPORTED
AGING · 100d E13
$250k
CRYPTO $214k
Crypto - 1.8 BTC / 22 ETH
Valued from a self-reported exchange export, labeled as such.
CRYPTO · ≤30 DAYS
EXCHANGE EXPORT REPORTED
CURRENT · 16d E12
$214k
LIABILITIES -$980k
Plant mortgage - First Meridian Bank
4.9% fixed, matures 2031. Secured by the plant.
MORTGAGE · ILLIQUID
LOAN STATEMENT VERIFIED
CURRENT · 17d E1
-$860k
HELOC - drawn
Resets to 7.6% on Sep 1. A paydown decision is open (LA-5).
HELOC · ILLIQUID
LOAN STATEMENT VERIFIED
CURRENT · 3d E8
-$120k
ASSETS $25,034,000
LIABILITIES −980,000
NET WORTH $24,054,000
Accounts you connect (sandbox) and rows you import land here and roll into a with-imports total - without touching the pinned Alden balance sheet above. Try the Connection Center.
On the map, outside the household balance sheet The gift trust and Nora’s direct stake are tracked and evidenced like everything else, but they don’t roll into the household total - the atlas draws them with a dashed ring.
Gift trust brokerage
GIFT TRUST
CURRENT · 17d E16
$1.24M
Nora - Meridian Fabrication 10%
NORA
AGING · 214d E3
$1.68M