Afrasiab Wealth Solutions, LLC
Firm details
- Headquarters
- ,
- CRD number
- 327299
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals83.05%
- HNWI16.95%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Afrasiab Wealth Solutions, LLC is a small, fee-based advisory firm that focuses on portfolio management for individuals and small businesses. The firm manages a compact book of business and shows a clear tilt toward equity investments, with a meaningful portion of assets held in non-exchange traded equity positions. Its business model is built around percentage-of-AUM fees and discretionary management, indicating the firm exercises active portfolio decision-making on behalf of clients. The adviser is organized as a limited liability company and operates a single office, positioning it as a boutique, relationship-driven practice rather than a large multi-state or institutional allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities50%
- Exchange Traded Equities25%
- Cash & Cash Equivalents19%
- State & Local Bonds3%
- Sovereign Bonds3%
Owners & executives
1 of 1Ashkan Afrasiab
Principal And Chief Compliance OfficerCRD 4856347
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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