Afrasiab Wealth Solutions, LLC

RIASEC Registered
Total AUM
$19.5M
Discretionary
$19.5M
100% of AUM
Avg account
$205K
Accounts
95
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
327299
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals83.05%
  • HNWI16.95%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Afrasiab Wealth Solutions, LLC is a small, fee-based advisory firm that focuses on portfolio management for individuals and small businesses. The firm manages a compact book of business and shows a clear tilt toward equity investments, with a meaningful portion of assets held in non-exchange traded equity positions. Its business model is built around percentage-of-AUM fees and discretionary management, indicating the firm exercises active portfolio decision-making on behalf of clients. The adviser is organized as a limited liability company and operates a single office, positioning it as a boutique, relationship-driven practice rather than a large multi-state or institutional allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 50%, Exchange Traded Equities 25%, Cash & Cash Equivalents 19%, State & Local Bonds 3%, Sovereign Bonds 3%50%
  • Non-Exchange Traded Equities50%
  • Exchange Traded Equities25%
  • Cash & Cash Equivalents19%
  • State & Local Bonds3%
  • Sovereign Bonds3%

Owners & executives

1 of 1
  • Ashkan Afrasiab

    Ashkan Afrasiab

    Principal And Chief Compliance OfficerCRD 4856347

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth