RIA Intel›Advisers›Massachusetts›ASSET STRATEGY ADVISORS, LLC

ASSET STRATEGY ADVISORS, LLC

Advisory

N·WAYLAND, MA

Data as of Jan 5, 2026 · Source: SEC Form ADV

Total AUM

$918M

1-Year AUM Growth

+12.8%

3-Year CAGR

+5.2%

Employees

8

Assets Under Management

Total AUM$918M

Discretionary AUM$230M

Non-Discretionary AUM$687M

Discretionary %25.1%

Total Clients544

Team

Total Employees8

Investment Advisers12

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record47

First FilingMar 30, 2006

Latest FilingJan 5, 2026

🔒 Full AUM trend chart and 47 historical filings spanning 20+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ASSET STRATEGY ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.