RIA Intel›Advisers›Wyoming›ASSET WEALTH ADVISORS, LLC

ASSET WEALTH ADVISORS, LLC

Advisory

WY

Data as of Jan 29, 2026 · Source: SEC Form ADV

Average account
$487K
across 31 accounts
AUM per adviser
$15M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 29, 2026.

Total AUM
$15M
Discretionary %
100%
Clients
21
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$15M
Discretionary AUM$15M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients21
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ, FL, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WY

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

EARNER WEALTH LLC
$16M
HP WEALTH MANAGEMENT LLC
LARAMIE, WY
$18M
GLOBAL IMPACT WEALTH MANAGEMENT LLC
$12M
FINLAYSON FINANCIAL PLANNING, INC.
$11M
CORAX L.L.C.
JACKSON, WY
$20M
PATEL CAPITAL MANAGEMENT LLC
$20M

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