Mystic Asset Management is an SEC registered investment adviser organized as a corporation with a primary office location in Warwick, RI. Its latest Form ADV filing, dated March 2, 2026, reports $615M in regulatory assets under management, 3 employees, 1 office, and 371 accounts.
Top client segmentHNWI represent 47.2% of total clients.
Top client categories% of clientsClients
1
HNWI
47.2%
68
2
Individuals
43.8%
63
3
Charitable
9.0%
13
Categories with <5 clients
Banking or thrift institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$615Mas of March 2, 2026
Discretionary98.2%
$604M
98% of total RAUM98.2%
Non-discretionary1.8%
$11M
2% of total RAUM1.8%
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$615M
Total Accounts371
10Y AUM Change+$408M (+198.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee48:1
10Y Employee Change+1 (+50.0%)
* 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.