Personal Asset Strategies, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Westbury, NY. Its latest Form ADV filing, dated June 19, 2025, reports $40M in regulatory assets under management, 3 employees, 1 office, and 105 accounts.
Assets Under Management
$40M
Employees
3
Offices
1 office
Total Clients
41
Primary office
WESTBURY, NY
1600 STEWART AVENUE, SUITE 204, WESTBURY, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.7% of total clients.
Top client categories% of clientsClients
1
Individuals
53.7%
22
2
HNWI
43.9%
18
3
CHURCH
2.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$40Mas of June 19, 2025
Discretionary100.0%
$40M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$40M
Total Accounts105
10Y AUM Change+$12M (+44.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee14:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.