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ASSET DEDICATION, LLC

SAN FRANCISCO, CA · CRD 151988 · IAPD ↗ · 866-535-0897

$2.93BRegulatory AUM
5Advisory reps
7Employees
0Clients
More than 500Planning clients
0Private funds
32States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — ASSET DEDICATION, LLC reports More than 500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
April 2024 — ASSET DEDICATION, LLC shrank from 10 to 5 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.