Ashby Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 285593
- Website
- ashbywealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI53.48%
- Individuals46.52%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Ashby Wealth Management, LLC is an independent registered investment advisor organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Its billing options include a percentage-of-assets fee, hourly charges, and fixed fees. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds92%
- Exchange Traded Equities6%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Matthew Detwiler
OwnerCRD 6717721
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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