Asi Wealth Management & Consulting Services

Asi Wealth Management & Consulting Services (CRD# 108138) is a financial advisory firm headquartered in Bend, OR. They manage $1,728,004,990 in 418 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
15 Sw Colorado, Suite 280, Bend, OR 97702
https://www.linkedin.com/company/asiwealthmanagement
By the Numbers
  • Total Assets Under Management
    1,728
    MILLION
  • Total Number of Accounts
    418
    ACCOUNTS
  • Average Account Value
    $4,133,983
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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
The map below shows states where this firm has explicit registration only.

AZ, CA, ID, MT, OR, TX, WA

Financial Advisors at Asi Wealth Management & Consulting Services
Showing 1 - 8 of 8 top financial advisors.
1
John Bellman, financial advisor Bend OR
John T. Bellman
CRD#: 6254444
15 Sw Colorado, Suite 280, Bend, OR 97702

John Bellman (CRD# 6254444) is an Investment Advisor Representative working at Asi Wealth Management & Consulting Services in Bend, OR and has over 10 years of experience in the finance industry.

2
Michael Bird, financial advisor Bend OR
Michael P. Bird
CRD#: 6797203
15 Sw Colorado, Suite 280, Bend, OR 97702

Michael Bird (CRD# 6797203) is an Investment Advisor Representative working at Asi Wealth Management & Consulting Services in Bend, OR and has over 6 years of experience in the finance industry.

3
Brian Debels, financial advisor Bend OR
Brian P. Debels
CRD#: 5219989
15 Sw Colorado, Suite 280, Bend, OR 97702

Brian Debels (CRD# 5219989) is an Investment Advisor Representative working at Asi Wealth Management & Consulting Services in Bend, OR and has over 21 years of experience in the finance industry.

4
Stacy Horton, financial advisor Bend OR
Stacy M. Horton
CRD#: 3268944
15 Sw Colorado, Suite 280, Bend, OR 97702

Stacy Horton (CRD# 3268944) is an Investment Advisor Representative working at Asi Wealth Management & Consulting Services in Bend, OR and has over 24 years of experience in the finance industry.

5
Randy Miller, financial advisor Bend OR
Randy L. Miller
CRD#: 1715852
15 Sw Colorado, Suite 280, Bend, OR 97702

Randy Miller (CRD# 1715852) is an Investment Advisor Representative working at Asi Wealth Management & Consulting Services in Bend, OR and has over 31 years of experience in the finance industry.

6
Gregory Swanson, financial advisor Seattle WA
Gregory K. Swanson
CRD#: 5538231
1700 Seventh Avenue, Suite 2100, Seattle, WA 98101

Gregory Swanson (CRD# 5538231) is an Investment Advisor Representative working at Asi Wealth Management & Consulting Services in Seattle, WA and has over 15 years of experience in the finance industry.

7
Steven Wright, financial advisor Lake Oswego OR
Steven B. Wright
CRD#: 2922704
4800 Sw Meadows Rd., Suite 300-#304, Lake Oswego, OR 97035

Steven Wright (CRD# 2922704) is an Investment Advisor Representative working at Asi Wealth Management & Consulting Services in Lake Oswego, OR and has over 23 years of experience in the finance industry.

8
Austin Miller, financial advisor Bend OR
Austin J. Miller
CRD#: 7316816
15 Sw Colorado, Suite 280, Bend, OR 97702

Austin Miller (CRD# 7316816) is an Investment Advisor Representative working at Asi Wealth Management & Consulting Services in Bend, OR and has over 3 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.

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