Updated October 31, 2023
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Asi Wealth Management & Consulting Services

Investment Advisor Firm
Total assets under management$1.5B
Years in business26+

About Asi Wealth Management & Consulting Services

ASI Wealth Management stands as a premier personal wealth management and consulting firm, excelling across diverse financial landscapes. Serving individuals, families, enterprises, and organizations, they tackle complex wealth scenarios, including estate planning, educational trusts, and charitable giving.

As an independent Registered Investment Advisor (RIA) founded in 1998, ASI manages over $1.4 billion in assets and brings 25 years of investment expertise to their clients. Their team, each member averaging 20 years of financial industry experience, embodies dedication and professionalism.

Commitment to community welfare echoes in their charitable fund, promoting goodwill in cities and beyond. Clients, treated like family, often remain with ASI for a decade or longer, highlighting the trust they instill.

Headquartered in Bend, Oregon, with offices in Medford, Portland, and Seattle, ASI values a quality lifestyle and community engagement. Their unwavering dedication ensures clients can live their best lives.

ASI's investment philosophy, rooted in academic research, prioritizes facts over emotions or predictions, cost control, and returns stabilization. They construct portfolios using strong assets, partnering with esteemed firms like Schwab and Dimensional Fund Advisors.

Complete transparency is a hallmark, with detailed quarterly portfolio reviews and fee transparency, offering a difference clients can genuinely feel in every aspect of their financial journey.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Wealth Management
  2. Family Office
  3. Estate Planning

More about Asi Wealth Management & Consulting Services

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1081388

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