{
  "crd_number": 139879,
  "slug": "asset-strategy-advisors-llc-wayland-ma-139879",
  "primary_business_name": "ASSET STRATEGY ADVISORS, LLC",
  "legal_name": "ASSET STRATEGY ADVISORS, LLC",
  "dbas": [],
  "city": "Wayland",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2006-05-15",
  "years_registered": 20,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 649260559.0,
  "raum_discretionary": 220538236.0,
  "raum_non_discretionary": 428722323.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 10,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 36589280.0,
      "count": 191
    },
    "pension_profit_sharing": {
      "raum": 419600166.0,
      "count": 23
    },
    "high_net_worth_individuals": {
      "raum": 193071113.0,
      "count": 290
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "LA",
    "MA",
    "MN",
    "NH",
    "NJ",
    "NY",
    "PA",
    "RI",
    "TX",
    "VA"
  ],
  "websites": [
    "https://assetstrategy.com",
    "https://facebook.com/AssetStrategyAdvisors",
    "https://linkedin.com/company/asset-strategy-advisors",
    "https://twitter.com/AssetStrategy",
    "https://youtube.com/c/AssetStrategyAdvisors"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/139879",
  "city_as_filed": "WAYLAND",
  "url": "https://advisorcensus.com/firm/asset-strategy-advisors-llc-wayland-ma-139879",
  "display_name": "Asset Strategy Advisors, LLC",
  "summary": "Asset Strategy Advisors, LLC is an SEC-registered investment advisory firm in Wayland, MA, registered since 2006, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Asset Strategy Advisors, LLC (CRD 139879): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Asset Strategy Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Asset Strategy Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Asset Strategy Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Hourly rate: $250 to $500 an hour (specific one-time service, such as a one-time portfolio review or financial…). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Asset Strategy Advisors, LLC located?",
      "a": "Asset Strategy Advisors, LLC's principal office is in Wayland, MA, according to its Form ADV."
    },
    {
      "q": "Is Asset Strategy Advisors, LLC registered with the SEC or a state?",
      "a": "Asset Strategy Advisors, LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 139879."
    },
    {
      "q": "How much does Asset Strategy Advisors, LLC manage?",
      "a": "Asset Strategy Advisors, LLC reports $649,260,559 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (34% discretionary)."
    },
    {
      "q": "How have Asset Strategy Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Asset Strategy Advisors, LLC: Regulatory assets under management: $467,884,553 in the October 2021 data and $649,260,559 in the October 2026 data, up 39%. Total employees: 5 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Asset Strategy Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (290); individuals (other than high net worth individuals) (191); pension and profit sharing plans (but not the plan participants or government pension plans) (23)."
    },
    {
      "q": "Does Asset Strategy Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/139879"
    },
    {
      "q": "What changed in Asset Strategy Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $917,771,097 to $649,260,559 (-29%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 467884553.0,
      "total_employees": 5,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 587394294.0,
      "total_employees": 12,
      "filing_date": "2022-04-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 493844254.0,
      "total_employees": 12,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 556996646.0,
      "total_employees": 12,
      "filing_date": "2024-08-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 917771097.0,
      "total_employees": 12,
      "filing_date": "2025-03-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 649260559.0,
      "total_employees": 10,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $917,771,097 to $649,260,559 (-29%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 to $500 an hour (specific one-time service, such as a one-time portfolio review or financial…)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 to $500 an hour (specific one-time service, such as a one-time portfolio review or financial…)"
        ],
        "quotes": [
          "When a client engages ASA to perform a specific one-time service, such as a one-time portfolio review or financial analysis, ASA generally charges based upon an hourly rate of $250 –$500 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 250.0,
          "max": 500.0,
          "period": "hour",
          "service": "specific one-time service, such as a one-time portfolio review or financial analysis"
        }
      ]
    },
    "quotes": [
      "When a client engages ASA to perform a specific one-time service, such as a one-time portfolio review or financial analysis, ASA generally charges based upon an hourly rate of $250 –$500 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/asset-strategy-advisors-llc-wayland-ma-139879.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 191,
      "fewer_than_5": false,
      "raum": 36589280.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 290,
      "fewer_than_5": false,
      "raum": 193071113.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 23,
      "fewer_than_5": false,
      "raum": 419600166.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/139879",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}