CRD: 327299
Afrasiab Wealth Solutions, LLC
$19.5M Total AUM
$19.5M Disc. AUM
-- 3Y CAGR
1 Employees
73 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-06-2023
- Office Locations
- 1
Office Locations
-- Rancho Palos Verdes CA
About Afrasiab Wealth Solutions, LLC
Afrasiab Wealth Solutions, LLC is a California-based RIA providing financial planning and discretionary asset management, including estate planning and insurance guidance, with a focus on entrepreneurs and other retail clients. Portfolios emphasize asset allocation and equity exposure with meaningful ETF usage, and the firm custodians with Charles Schwab.
Team overview
-- AVG AGE
$19.5M AVG AUM / ADVISOR
$266.6K AVG AUM / CLIENT
2.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
ASHKAN PAUL AFRASIAB
Chief Compliance Officer, Financial Advisor, PRINCIPAL
- CRD
- #4856347
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,464,609 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,464,609 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Sovereign Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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