ASAGE FINANCIAL LLC

ASAGE FINANCIAL LLC of LAFAYETTE, CA is an SEC-registered investment adviser (CRD 140805). Regulatory assets under management: $28.3M.

Registration

• CRD: 140805
• Type: Registered investment adviser
• Location: 954 RISA ROAD, SUITE B, LAFAYETTE, CA, 94549
• Phone: (925) 984-9100
• Latest filing: 2026-01-27
• Regulatory AUM: $28.3M
• Discretionary AUM: $28.3M
• Clients: 1
• Accounts: 80

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 140805 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search