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
- Website
- afrasiabwealthsolutions.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals83.05%
- HNWI16.95%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Afrasiab Wealth Solutions, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on fee-based portfolio management for individual and family clients, as well as small businesses, operating primarily on a discretionary basis. It does not position itself as a capital allocator, is not active on ESG mandates, and is not structured as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities50%
- Exchange Traded Equities25%
- Cash & Cash Equivalents19%
- State & Local Bonds3%
- Sovereign Bonds3%
Owners & executives
1 of 1
Ashkan Afrasiab
Principal And Chief Compliance OfficerCRD 4856347
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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