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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-11-1994
- Office Locations
- 1
Office Locations
About Wasi
WASI is a Mill Valley, CA fee-based investment advisory firm focused on retirement planning and ongoing portfolio oversight for individuals, families, and nonprofits establishing employee plans. The firm helps clients choose account structures, align strategy to risk tolerance, and navigate retirement rules alongside market/regulatory changes. Portfolios are built primarily with no-load mutual funds and ETFs using a proactive, monitored approach.
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Owner & Executives
RENEE MARILYN CONRADY
Chief Compliance Officer, President
- CRD
- #4834895
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $70,945,905 | $35,591 |
| Total | $70,945,905 | $35,591 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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