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PERSONAL ASSET STRATEGIES, INC.

WESTBURY, NY · CRD 128627 · IAPD ↗ · pasfinance.com · 516-248-8811

$50.6MRegulatory AUM
2Advisory reps
3Employees
0Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
July 2026 — PERSONAL ASSET STRATEGIES, INC. notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
July 2026 — PERSONAL ASSET STRATEGIES, INC. reported RAUM up 26% ($40.3M -> $50.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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