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ASSET STRATEGY ADVISORS, LLC

WAYLAND, MA · CRD 139879 · IAPD ↗ · 781-235-4426

$649.3MRegulatory AUM
8Advisory reps
10Employees
0Clients
1-10Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2026 — ASSET STRATEGY ADVISORS, LLC reported RAUM down 29% ($917.8M -> $649.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
48
February 2026 — ASSET STRATEGY ADVISORS, LLC moved its main office from NATICK, MA to WAYLAND, MA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
70
March 2025 — ASSET STRATEGY ADVISORS, LLC reported RAUM up 65% ($557.0M -> $917.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — ASSET STRATEGY ADVISORS, LLC crossed $500M in regulatory AUM ($493.8M -> $557.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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