# Maximum Asset Strategies

> Maximum Asset Strategies is a state-registered investment advisory firm, registered since 1988, with no regulatory assets under management reported in its Form ADV filing dated July 13, 2026.

- CRD: 122662
- Filed as: MAXIMUM ASSET STRATEGIES
- Legal name: Neil J. Werberig
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Pennsylvania
- Filing period: October 2026
- Form ADV filing dated: July 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/122662
- AdvisorCensus page: https://advisorcensus.com/firm/maximum-asset-strategies-122662

## Quick answers

**How is Maximum Asset Strategies compensated?**
On its Form ADV (Item 5.E, October 2026), Maximum Asset Strategies reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Maximum Asset Strategies registered with the SEC or a state?**
Maximum Asset Strategies is a state-registered investment advisory firm, registered since 1988. Status as filed: APPROVED. CRD 122662.

**Does Maximum Asset Strategies report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/122662

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 1988 (38 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mastrat.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Maximum Asset Strategies (CRD 122662): Form ADV filing data as of October 2026.