I am in finance too. Your friend shouldn’t be talking about her clients. (I doubt they are the actual wealth manager and just work in the office) It’s really bad business. I think your friend definitely doesn’t have Mollys numbers correct at all. Molly has 50/50 ownership in Filter with George
Gazzard. Have you seen Filters financials. Here are the latest filings. The company is worth at most a 1.5 million. Molly must split her profits with George. Molly might have made 250k last year with filter but definitely not monthly. As you can see for 2020 they had 289k profit after Debts and taxes.
If Molly made 250k a month, so would George. That is 500k a month or 6million a year. Not including expenses and Taxes. Filter is definitely not worth 15 to 20 million.