RIA Intel›Advisers›California›ASHBY WEALTH MANAGEMENT, LLC

ASHBY WEALTH MANAGEMENT, LLC

Advisory

Data as of Apr 1, 2026 · Source: SEC Form ADV

Rank in CA

#4,178

of 5,480 advisers by AUM

Average account

$127K

across 181 accounts

AUM per adviser

$23M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 1, 2026.

Total AUM

$23M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$23M

Discretionary AUM$23M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients58

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

58 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

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

JENSEN & CO INC

SAN FRANCISCO, CA

$23M

BROOKSIDE STUDIOS LLC

$23M

BLUEPOINT WEALTH ADVISORS, LLC

$23M

CREATIVE CAPITALISTS, INC

GLENDALE, CA

$23M

MKG CAPITAL MANAGEMENT, LLC

$23M

RANDAZZO CAPITAL MANAGEMENT, LLC

$23M

Get the full picture on ASHBY WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ASHBY WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans