Asi Wealth Management & Consulting Services

Asi Wealth Management & Consulting Services (CRD# 108138) is a financial advisory firm headquartered in Bend, OR. They manage $1,406,945,489 in 189 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,407
    MILLION
  • Total Number of Accounts
    189
    ACCOUNTS
  • Average Account Value
    $7,444,156
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

Financial Advisors at Asi Wealth Management & Consulting Services
Showing 1 - 6 of 6 top financial advisors.
1
Brian P. Debels
CRD#: 5219989
15 Sw Colorado, Suite 280, Bend, OR 97702
93
Wealthminder
score

Brian Debels (CRD# 5219989) is an Investment Advisor Representative working at Asi Wealth Management & Consulting Services in Bend, OR and has over 15 years of experience in the finance industry.

2
Stacy M. Horton
CRD#: 3268944
15 Sw Colorado, Suite 280, Bend, OR 97702
93
Wealthminder
score

Stacy Horton (CRD# 3268944) is an Investment Advisor Representative working at Asi Wealth Management & Consulting Services in Bend, OR and has over 18 years of experience in the finance industry.

3
Randy L. Miller
CRD#: 1715852
15 Sw Colorado, Suite 280, Bend, OR 97702
93
Wealthminder
score

Randy Miller (CRD# 1715852) is an Investment Advisor Representative working at Asi Wealth Management & Consulting Services in Bend, OR and has over 25 years of experience in the finance industry.

4
Steven B. Wright
CRD#: 2922704
4800 Sw Meadows Rd., Suite 300-#304, Lake Oswego, OR 97035
93
Wealthminder
score

Steven Wright (CRD# 2922704) is an Investment Advisor Representative working at Asi Wealth Management & Consulting Services in Lake Oswego, OR and has over 17 years of experience in the finance industry.

5
John T. Bellman
CRD#: 6254444
15 Sw Colorado, Suite 280, Bend, OR 97702
90
Wealthminder
score

John Bellman (CRD# 6254444) is an Investment Advisor Representative working at Asi Wealth Management & Consulting Services in Bend, OR and has over 4 years of experience in the finance industry.

6
Ceneth E. Schoettler
CRD#: 2289658
1700 Seventh Avenue, Suite 2100, Seattle, WA 98101
90
Wealthminder
score

Ceneth Schoettler (CRD# 2289658) is an Investment Advisor Representative working at Asi Wealth Management & Consulting Services in Seattle, WA and has over 4 years of experience in the finance industry.

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