# WASI

WASI of MILL VALLEY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 131689
- Type: SEC-registered investment adviser
- SEC file number: 801-63382
- Location: 25 EVERGREEN AVE, MILL VALLEY, CA, 94941
- Phone: 415-888-3496
- Latest filing: 2026-06-28
- Regulatory AUM: $70.9M
- Non-discretionary AUM: $70.9M
- Clients: 1
- Accounts: 445

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Corporations

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| GORDON GEORGE BRUCE | PRESIDENT | — |
| FRANZESE JOHN ANTHONY | VICE PRESIDENT | — |
| CONRADY RENEE MARILYN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, V.P.; VICE PRESIDENT | — |
| PICO TONY | VICE PRESIDENT | — |
| VAN HOY RENEE MARILYN | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131689/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131689/similar
- Related entities: https://search.stillhousedata.com/firm/131689/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131689

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.