SAN FRANCISCO, CACRD 151988Latest ADV March 31, 2026
Asset Dedication, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 31, 2026, reports $2.9B in regulatory assets under management, 7 employees, 2 offices, and 6,174 accounts.
Assets Under Management
$2.9B
Employees
7
Offices
2 offices
Total Clients
1,998
Primary office
SAN FRANCISCO, CA
220 MONTGOMERY STREET, #1098, SAN FRANCISCO, CA, United States
Top client segmentIndividuals represent 58.0% of total clients.
Top client categories% of clientsClients
1
Individuals
58.0%
1,158
2
HNWI
41.4%
828
3
Pension Plans
0.4%
8
4
Corporations
0.2%
3
5
Charitable
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.9Bas of March 31, 2026
Discretionary100.0%
$2.9B
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.
Total AUM$2.9B
Total Accounts6,174
10Y AUM Change+$2.3B (+393.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee285:1
10Y Employee Change0 (0.0%)
* 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.