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ASILIA CREDIT INVESTMENTS

SALT LAKE CITY, UT · CRD 334981 · IAPD ↗ · asiliainvestments.com · 203-832-8888

$365.9MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
7Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — ASILIA CREDIT INVESTMENTS grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
83
June 2025 — ASILIA CREDIT INVESTMENTS (SALT LAKE CITY, UT) is newly SEC-registered with $304.4M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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