Asset Strategy Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wayland, MA. Its latest Form ADV filing, dated March 31, 2026, reports $649M in regulatory assets under management, 10 employees, and 504 accounts.
Assets Under Management
$649M
Employees
10
Offices
--
Total Clients
504
Primary office
WAYLAND, MA
14 WEST PLAIN ST., SUITE 201, WAYLAND, MA, United States
Top client segmentHNWI represent 57.5% of total clients.
Top client categories% of clientsClients
1
HNWI
57.5%
290
2
Individuals
37.9%
191
3
Pension Plans
4.6%
23
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$649Mas of March 31, 2026
Discretionary34.0%
$221M
34% of total RAUM34.0%
Non-discretionary66.0%
$429M
66% of total RAUM66.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$649M
Total Accounts504
10Y AUM Change+$426M (+191.4%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee50:1
10Y Employee Change+5 (+100.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.