Asset Strategy Advisors, LLC
● SEC registered since 2006CRD 139879SEC# 801-66549Wayland, MA
Reg. AUM
$649.3M
Employees
10
Accounts
504
Location
Wayland, MA
Asset Strategy Advisors, LLC assets under management
Asset Strategy Advisors, LLC is a registered investment adviser overseen by the SEC based in Wayland, MA. The firm has been registered since 2006. It reports $649.3 million in regulatory assets under management and employs 10 people.
Asset Strategy Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Asset Strategy Holdings, LLC | Holding Company | Over 75% | 2020 |
| Kent Allan Fitzpatrick Control | Member/Chief Compliance Officer | Over 75% | 2007 |
| Rosario Salvatore Salamone Control | Director Of Research | 5-10% | 2020 |
Frequently asked questions
How much does Asset Strategy Advisors, LLC manage?
Asset Strategy Advisors, LLC reports $649.3 million in regulatory assets under management on its Form ADV.
How many employees does Asset Strategy Advisors, LLC have?
Asset Strategy Advisors, LLC reports 10 employees.
Where is Asset Strategy Advisors, LLC located?
Asset Strategy Advisors, LLC is based in Wayland, MA and has been SEC-registered since 2006.
Does Asset Strategy Advisors, LLC disclose fund performance?
Asset Strategy Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14 West Plain St., Suite 201, Wayland, MA 01778-4470 |
| Phone | 781-235-4426 |
| Fax | 781-222-3002 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$649.3M▼ 29%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$649.3Mregulatory AUM
Discretionary $220.5MNon-discretionary $428.7M