ASI Wealth Management Employee Directory

Investment ManagementUnited States11-50 Employees

ASI is a wealth management firm providing personal wealth management and institutional consulting throughout the Pacific Northwest. The firm was founded in 1998. We provide fee-only wealth management and consulting services to affluent families and individuals, retirement plans, endowments, foundations, trusts, corporations and not-for-profits.
We’re headquartered in Bend, Oregon, a reflection of our commitment to quality of life, community and living every day to the fullest, with additional offices in Medford, Portland and Seattle. Our addresses may be different, but our hearts are in the same place, united to help our clients live their best lives.

Our accreditations and certifications include Certified Investment Management Analyst, Certified Private Wealth Advisor®, Investment Management Consultants Association® Retirement Plans Associate®, CERTIFIED FINANCIAL PLANNER™ and Accredited Wealth Management Advisor℠

Investment advice offered through OneDigital Investment Advisors LLC D/B/A ASI Wealth Management. 

Please see OneDigital Disclosures: https://www.onedigital.com/disclosures/

Find ASI Wealth Management employees' phone numbers or email addresses

ASI Wealth Management Global Highlights

North America
9

United States Of America
9

ASI Wealth Management's Leadership

J. B.
Senior Client Advisor | Partner
Mobile Phone
Email
W. V.
Co-Chief Investment Officer
Mobile Phone
Email
A. J. M.
Advisor
Mobile Phone
Email
M. B.
Wealth Advisor
Mobile Phone
Email

Contact profiles from ASI Wealth Management

Name

Title

Contact Info

Location

Last Update

J. B.
Senior Client Advisor | Partner
Mobile Phone
Email
United StatesOregon
Aug 12, 2025
W. V.
Co-Chief Investment Officer
Mobile Phone
Email
United StatesOregon
Oct 17, 2024
A. J. M.
Advisor
Mobile Phone
Email
United StatesOregon
Oct 26, 2025
M. B.
Wealth Advisor
Mobile Phone
Email
United StatesOregon
Apr 26, 2025

Frequently Asked Questions

What is ASI Wealth Management known for?

ASI Wealth Management was founded in 1998 operates in the Investment Management industry. The company's main headquarters is located in 15 SW Colorado Avenue, Suite 280 Bend, OR 97702, US; you can contact the main corporate office by phone at

+1-206-407-****

. Explore ASI Wealth Management's company overview page for more information.

What is ASI Wealth Management's most common email format?

ASI Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more ASI Wealth Management email formats with LeadIQ.

How many employees does ASI Wealth Management have currently?

ASI Wealth Management has approximately 11 employees as of May 2025. These team members are located across 1 continents, including North America.

Who are ASI Wealth Management's key employees and leadership?

As of May 2025, ASI Wealth Management's key employees include:

Senior Client Advisor | Partner: J. B.
Co-Chief Investment Officer: W. V.
Advisor: A. J. M.
Wealth Advisor: M. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking