$97.7M Total AUM
$97.7M Disc. AUM
-- 3Y CAGR
5 Employees
322 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail
- Platforms
- Eagle vector
- Established Date
- 01-01-1999
- Office Locations
- 2
Office Locations
8441 West Bowles AVE Susite #225 Littleton CO
-- Littleton CO
About Asset Solutions, Inc.
Asset Solutions, Inc. is a Littleton, CO-based RIA serving retail clients, including entrepreneurs, with financial planning and discretionary asset management. The firm emphasizes asset allocation and risk management, using mutual funds and annuities alongside insurance and retirement plan planning, plus tax, estate, and business-succession guidance. Custody supported via Charles Schwab and SEI.
Team overview
-- AVG AGE
$24.4M AVG AUM / ADVISOR
$303.3K AVG AUM / CLIENT
20.8 yrs AVG TENURE
5 Employees
4 Advisory Reps
2 RIA Reps
27yrs Firm Age
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Client Personas
Zenith
Custodian
Ember
Investment Themes
Vector crest Pioneer alpha Vital Fusion
Investment Vehicles
Frontier vertex
Services
Catalyst Ember pioneer Timber foundation Bridge Horizon Value vital North Momentum
Technology
Wave oak
Owner & Executives
M
MARK ALVIN RICHEY
Chief Compliance Officer, President
- CRD
- #1106405
- Ownership
- 75% or more
(865) 569-1314
momentum.vital@vertexcapital.com
in linkedin.com/in/momentum-optima
T
TYLER JAMES RICHEY
--
- CRD
- #5431653
- Ownership
- 10% but less than 25%
(744) 251-7832
glacier.beacon@peakcapital.com
in linkedin.com/in/zenith-timber
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $97,674,545 | $88,418 |
| Non-Discretionary | $0 | -- |
| Total | $97,674,545 | $88,418 |
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Separately Managed Accounts
Total SMA Asset: $97,674,545
Public Funds:
48.9% Cash:
51.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $268,538,664 | 48.9% |
| Cash | $280,620,159 | 51.1% |
| Total | $549,158,823 | 100.0% |