RIA Intel›Advisers›California›AFRASIAB WEALTH SOLUTIONS, LLC

AFRASIAB WEALTH SOLUTIONS, LLC

Advisory

CA

Data as of Mar 12, 2026 · Source: SEC Form ADV

Rank in CA
#4,301
of 5,480 advisers by AUM
Average account
$205K
across 95 accounts
AUM per adviser
$19M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM
$19M
Discretionary %
100%
Clients
73
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$19M
Discretionary AUM$19M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients73
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

JACOBS, ALAN, MARTIN
WESTLAKE VILLAGE, CA
$19M
PACIFIC SPIRIT INVESTMENTS LP
LA JOLLA, CA
$19M
GEN NEXT WEALTH, INC.
$19M
MORSE GROUP INVESTMENT ADVISORS LLC
$19M
INVESTCRAFT ADVISORS LLC
$20M
STS WEALTH MANAGEMENT, INC.
$19M

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