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ASSET ALLOCATION STRATEGIES, LLC

FARMINGTON, MI · CRD 152339 · IAPD ↗ · 248-489-0101

$1.02BRegulatory AUM
45Advisory reps
45Employees
0Clients
1-10Planning clients
0Private funds
22States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

76
April 2026 — ASSET ALLOCATION STRATEGIES, LLC grew from 39 to 45 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2026 — ASSET ALLOCATION STRATEGIES, LLC crossed $1B in regulatory AUM ($767.4M -> $1.02B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
April 2025 — ASSET ALLOCATION STRATEGIES, LLC added office(s): 26 -> 28 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2024 — ASSET ALLOCATION STRATEGIES, LLC added office(s): 25 -> 26 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2024 — ASSET ALLOCATION STRATEGIES, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2024 — ASSET ALLOCATION STRATEGIES, LLC crossed $500M in regulatory AUM ($451.3M -> $626.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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