Asset Wealth Advisors, LLC

Overview

Asset Wealth Advisors, LLC is a small, client-focused registered investment adviser that manages discretionary portfolios primarily for individual and family clients and small businesses. The firm charges fees based on a percentage of assets under management and emphasizes equity exposure as its core allocation. Its advisory work centers on portfolio management rather than pension consulting or institutional solutions, and it does not identify as an active ESG investor. The firm’s structure is an individually owned limited liability company and it operates from a single office. Investment activity shows a clear tilt toward exchange-traded equities, with the majority of client assets held in publicly traded stocks and ETFs. Given the custodial relationship and the concentration in exchange-traded instruments, the firm likely implements separately managed accounts or model-driven equity sleeves, using ETFs as core building blocks and individual equities for client-specific or tactical exposures. The firm also allocates to other vehicles such as mutual funds and maintains some exposure to real estate through third-party managers.

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Location & Offices