# ASSET STRATEGY ADVISORS, LLC

ASSET STRATEGY ADVISORS, LLC of WAYLAND, MA is an SEC-registered investment adviser.

## Registration

- CRD: 139879
- Type: SEC-registered investment adviser
- SEC file number: 801-66549
- Location: 14 WEST PLAIN ST., SUITE 201, WAYLAND, MA, 01778-4470
- Phone: 781-235-4426
- Latest filing: 2026-03-31
- Regulatory AUM: $649.3M
- Discretionary AUM: $220.5M
- Non-discretionary AUM: $428.7M
- Clients: 10
- Accounts: 504

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Kent Allan Fitzpatrick | MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Rosario Salvatore Salamone | DIRECTOR OF RESEARCH | — |
| Sean David Whalen | FINANCIAL CONSULTANT | — |
| FRESE CLARK GREGORY | MEMBER; PRESIDENT | — |
| FITZPATRICK KENT ALLAN | MEMBER/CHIEF COMPLIANCE OFFICER; VICE PRESIDENT; VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| WHALEN SEAN DAVID | FINANCIAL CONSULTANT | — |
| SALAMONE ROSARIO SALVATORE | DIRECTOR OF RESEARCH | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/139879/brochure
- Similar advisers: https://search.stillhousedata.com/firm/139879/similar
- Related entities: https://search.stillhousedata.com/firm/139879/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/139879

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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.