Asset Strategy Advisors, LLC
Asset Strategy Advisors, LLC is an SEC-registered wealth manager in Wayland, MA with $649.3M assets under management (AUM, regulatory AUM), -29% over one year. See who owns Asset Strategy Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 139879, SEC 801-66549, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $649.3M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Wayland, MA
- Employees
- 10
- Clients
- 504
- CRD
- 139879
- Ownership
- FITZPATRICK, KENT, ALLAN; FRESE, CLARK, GREGORY; ASSET STRATEGY HOLDINGS, LLC; WHALEN, SEAN, DAVID; SALAMONE, ROSARIO, SALVATORE
How much AUM does Asset Strategy Advisors, LLC have?
Asset Strategy Advisors, LLC reported $649.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Asset Strategy Advisors, LLC?
Disclosed owners and executives of Asset Strategy Advisors, LLC include FITZPATRICK, KENT, ALLAN, FRESE, CLARK, GREGORY, ASSET STRATEGY HOLDINGS, LLC, WHALEN, SEAN, DAVID, SALAMONE, ROSARIO, SALVATORE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.