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ASSET STRATEGY CONSULTANTS LLC

HUNT VALLEY, MD · CRD 110800 · IAPD ↗ · 410-528-8282

$5.16BRegulatory AUM
11Advisory reps
14Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
July 2026 — ASSET STRATEGY CONSULTANTS LLC grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2026 — ASSET STRATEGY CONSULTANTS LLC shrank from 14 to 11 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.