ASI Wealth Management

Finance · Oregon, United States · 1-10 Employees

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Overview

Headquarters

15 SW Colorado Ave Ste 280, Bend, Oregon...

Phone Number

(541) 617-0898

Revenue

$8.4 Million

Industry

Finance Venture Capital & Private Equity
ZI Rank: 1
Signal Type
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May
ZI Rank
1
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About ASI Wealth Management

In a nutshell, ASI is one of the top financial advisory firms in the Northwest. What does that mean? Well, for starters: We manage more than $1.3 billion in assets We've served investors for nearly 20 years Each team member has an average of 20 years of experience in the financial industry We believe in growing relationships not acquiring accounts, so we limit our clientele so that we can serve each and every client with the personal, committed attention they deserve (right now, we have 170 client relationships) Our accreditations include Certified Investment Management Analyst, Certified Private Wealth Advisor®, Investment Management Consultants Association® Retirement Plans Associate® and Accredited Wealth Management Advisor? We're committed to our communities, and "walk the walk" with a charitable fund designed to promote good in our cities and in our world Our clients are like family-in fact, most have been with us for about a decade, and one has been with us for 18 years We also hRead more
ASI Wealth Management's Social MediaPopular SearchesASI WealthASI Wealth ManagementWilliam Smith Properties IncASI Investments Holding CoAdvisory Service & Investments LLCSIC Code 62,628NAICS Code 52,523Show more

ASI Wealth Management Org Chart

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FJ
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Director

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BD
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Director, Wealth Management

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Kv
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Administrative Manager

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KL
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Client Service Manager

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Client Service Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ASI Wealth Management

$8.4M
1-10
Private
<$5M
1998
$36M
1-10
Private
-
2013
LW
Lori WedlakeFounder & Managing Director
$6.3M
11-50
Private
-
1997
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
1998
KL
Kathleen LazorClient Relationship Manager
<$5M
1-10
Private
-
2004
HV
Hunter VernonSenior Financial Advisor & Relationship Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

ASI Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

ASI Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about ASI Wealth Management.

ASI Wealth Management financials insights

Gather financial insights about ASI Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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ASI Wealth Management Tech Stack

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Top Finance Companies

Frequently Asked Questions Regarding ASI Wealth Management

What is ASI Wealth Management's official website?
ASI Wealth Management's official website is www.asiwealthmanagement.com
What is ASI Wealth Management's Revenue?
ASI Wealth Management's revenue is $8.4 Million
What is ASI Wealth Management's SIC code?
ASI Wealth Management's SIC: 62,628
What is ASI Wealth Management's NAICS code?
ASI Wealth Management's NAICS: 52,523
How many employees does ASI Wealth Management have?
ASI Wealth Management has 1-10 employees
What industry does ASI Wealth Management belong to?
ASI Wealth Management is in the industry of: Finance, Venture Capital & Private Equity
What is ASI Wealth Management competition?
ASI Wealth Management top competitors include: Pillar Wealth Management, The Normann Financial Group, ML&R Wealth Management, Estes Wealth Strategies
What technology does ASI Wealth Management use?
Some of the popular technologies that ASI Wealth Management uses are: CSC Corporate Domains, Proofpoint, Microsoft 365, Cloudflare DNS
How do I contact ASI Wealth Management?
ASI Wealth Management contact info: Phone number: (541) 617-0898 Website: www.asiwealthmanagement.com
What does ASI Wealth Management do?

In a nutshell, ASI is one of the top financial advisory firms in the Northwest. What does that mean? Well, for starters: We manage more than $1.3 billion in assets We've served investors for nearly 20 years Each team member has an average of 20 years of experience in the financial industry We believe in growing relationships not acquiring accounts,... so we limit our clientele so that we can serve each and every client with the personal, committed attention they deserve (right now, we have 170 client relationships) Our accreditations include Certified Investment Management Analyst, Certified Private Wealth Advisor®, Investment Management Consultants Association® Retirement Plans Associate® and Accredited Wealth Management Advisor? We're committed to our communities, and "walk the walk" with a charitable fund designed to promote good in our cities and in our world Our clients are like family-in fact, most have been with us for about a decade, and one has been with us for 18 years We also have low turnover among staff, a testament to our vision and our work Of course, we're much more than that. We're trusted advisors.Read More

What are ASI Wealth Management social media links?
ASI Wealth Management Linkedin page ASI Wealth Management Twitter page ASI Wealth Management Facebook page
Is ASI Wealth Management a public company?
ASI Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about ASI Wealth Management

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