# Asset Strategy Advisors, LLC

> 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.

- CRD: 139879
- Filed as: ASSET STRATEGY ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wayland, MA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/139879
- AdvisorCensus page: https://advisorcensus.com/firm/asset-strategy-advisors-llc-wayland-ma-139879

## Quick answers

**How is Asset Strategy Advisors, LLC compensated?**
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).

**Where is Asset Strategy Advisors, LLC located?**
Asset Strategy Advisors, LLC's principal office is in Wayland, MA, according to its Form ADV.

**Is Asset Strategy Advisors, LLC registered with the SEC or a state?**
Asset Strategy Advisors, LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 139879.

**How much does Asset Strategy Advisors, LLC manage?**
Asset Strategy Advisors, LLC reports $649,260,559 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (34% discretionary).

**How have Asset Strategy Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Asset Strategy Advisors, LLC serve?**
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).

**Does Asset Strategy Advisors, LLC report any disciplinary disclosures?**
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

**What changed in Asset Strategy Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $917,771,097 to $649,260,559 (-29%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $649,260,559
- Discretionary: $220,538,236
- Non-discretionary: $428,722,323

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 191 | $36,589,280 |
| High net worth individuals | 290 | $193,071,113 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 23 | $419,600,166 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2006 (20 years)
- Employees: 10 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, LA, MA, MN, NH, NJ, NY, PA, RI, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- assetstrategy.com
- Facebook @AssetStrategyAdvisors
- LinkedIn @asset-strategy-advisors
- X @AssetStrategy
- YouTube @AssetStrategyAdvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $467,884,553 | 5 | March 31, 2021 |
| October 2022 | $587,394,294 | 12 | April 18, 2022 |
| October 2023 | $493,844,254 | 12 | March 30, 2023 |
| October 2024 | $556,996,646 | 12 | August 29, 2024 |
| October 2025 | $917,771,097 | 12 | March 2, 2025 |
| October 2026 | $649,260,559 | 10 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $917,771,097 to $649,260,559 (-29%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Asset Strategy Advisors, LLC (CRD 139879): Form ADV filing data as of October 2026.