ASI Wealth Advisors LLC

Overview

ASI Wealth Advisors LLC is an independent registered investment adviser operating as a limited liability company focused on individuals and families. The firm acts as a capital allocator and emphasizes financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee model combines a percentage-of-AUM billing with hourly charges, and the adviser does not identify as an active ESG investor. Filings indicate the firm generally maintains non-discretionary relationships with clients, meaning clients retain trading authority while ASI Wealth Advisors provides guidance and manager selection. Investment activity centers on pooled public vehicles rather than concentrated single-stock strategies. The firm’s reporting highlights a preference for mutual funds and similar public funds as the primary building blocks of client portfolios, and its advisory work includes bringing in third-party managers where appropriate. The firm lists an insurance company affiliation among its industry relationships, which may factor into certain planning or product recommendations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices