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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- VectorEagle vertex
- Established Date
- 11-04-2016
- Office Locations
- 1
Office Locations
About Ashby Wealth Management, LLC
Ashby Wealth Management, LLC is a fee-only, fiduciary RIA serving new physicians and Bay Area tech and gig-economy professionals. The firm provides comprehensive financial planning with implementation, plus portfolio management, hourly/project planning, and coaching, with support across student loans, IRA rollovers/conversions, education planning, insurance, estate/benefits, and cash-flow/debt. Clients access a RightCapital portal; custody includes Schwab.
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Investment Themes
Investment Vehicles
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Owner & Executives
Matthew Charles Detwiler
Advisor, Chief Compliance Officer, Owner
- CRD
- #6717721
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,929,239,747 | 50.8% |
| Equity - Exchange | $1,678,435,089 | 21.7% |
| Cash | $2,127,049,076 | 27.5% |
| Total | $7,734,723,912 | 100.0% |