Ashby Wealth Management, LLC

Ashby Wealth Management, LLC (CRD# 285593) is a financial advisory firm headquartered in , . They manage $12,300,000 in 151 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.linkedin.com/in/mdetwiler/
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    151
    ACCOUNTS
  • Average Account Value
    $81,457
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Ashby Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Detwiler, financial advisor Kensington CA
Matthew C. Detwiler
CRD#: 6717721
Kensington, CA

Matthew Detwiler (CRD# 6717721) is an Investment Advisor Representative working at Ashby Wealth Management, LLC in Kensington, CA and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals