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| Keyboard |
| Asset Strategy Advisors LLC
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|---|---|
| CRD # | 139879 |
| SEC # | 801-66549 |
| CIK # | |
| AUM | 649.3 M (2026-03-31) |
| Employees | 10 (80% Investors, 80% Brokers) |
| Phone | 781-235-4426 |
| Address | 14 West Plain St Wayland, MA 01778-4470 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 191 | 36.6 |
| (b) Individuals (high net worth individuals) | 290 | 193.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 23 | 419.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 504 | 649.3 |
| By Discretionary | ||
| Discretionary | 451 | 220.5 |
| Non-Discretionary | 53 | 428.7 |
| Total | 504 | 649.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 649.3 | |
| Total | 504 | 649.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Early McClintic & McMillan LLC
✚
|
TX | 652.2 M |
|
BKM Wealth Management LLC
✚
|
WI | 651.8 M |
|
Advanced Asset Management Advisors Inc
✚
|
OH | 651.3 M |
|
Summit Creek Advisors LLC
✚
|
MN | 650.9 M |
|
Monex Asset Management Inc
✚
|
TX | 650.9 M |
|
JRM Investment Counsel LLC
✚
|
649.4 M | |
|
Family Office Research LLC
✚
|
MD | 648.2 M |
|
Boston Standard Wealth Management LLC
✚
|
MA | 647.6 M |
|
Legacy Wealth Partners LLC
✚
|
CO | 646.0 M |
|
Kitching Partners LLC
✚
|
PA | 645.9 M |