ASHBY WEALTH MANAGEMENT, LLC

ASHBY WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 285593). Regulatory assets under management: $23.0M.

Registration

• CRD: 285593
• Type: Registered investment adviser
• Phone: 510-982-6249
• Latest filing: 2026-04-01
• Regulatory AUM: $23.0M
• Discretionary AUM: $23.0M
• Clients: 1
• Accounts: 181

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285593 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search