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ASI Wealth Management Employee Directory

Investment ManagementOregon, United States11-50 Employees

ASI Wealth Management is an investment management firm offering personal wealth management and institutional consulting services across the Pacific Northwest. It operates on a fee-only basis, serving affluent families and individuals as well as retirement plans, endowments, foundations, trusts, corporations, and not-for-profits. The firm was founded in 1998. Headquartered in Bend, Oregon, it maintains additional offices in Medford, Portland, and Seattle, reflecting a regional footprint. In August 2024, OneDigital Investment Advisors LLC acquired ASI Wealth Management.

Find ASI Wealth Management employees' phone numbers or email addresses

ASI Wealth Management Global Highlights

Location
Employees

North America
8

Minus sign iconPlus sign icon
  • United States Of America
    8

ASI Wealth Management's Leadership

  • Stylized image of a person
    W. V.
    Co-Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. J. M.
    Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. B.
    Wealth Advisor
    Phone icon
    Mobile Phone

ASI Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Consultant
  • Entrepreneurship
  • Accounting
  • Administrative
  • Other

Contact profiles from ASI Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    W. V.
    Co-Chief Investment Officer
    Phone icon
    Mobile Phone
    United StatesOregon
    Oct 17, 2024
  • Stylized image of a person
    A. J. M.
    Advisor
    Phone icon
    Mobile Phone
    United StatesOregon
    Jun 08, 2026
  • Stylized image of a person
    M. B.
    Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesOregon
    Jun 10, 2026

Frequently Asked Questions

What is ASI Wealth Management known for?

Minus sign iconPlus sign iconASI Wealth Management was founded in 1998 operates in the Investment Management industry. The company's main headquarters is located in 15 Southwest Colorado Avenue Suite 280 Bend, Oregon 97702 United States; 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?

Minus sign iconPlus sign iconASI 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?

Minus sign iconPlus sign iconASI Wealth Management has approximately 11 employees as of April 2026. These team members are located across 1 continents, including North America.

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

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As of April 2026, ASI Wealth Management's key employees include:

  • Co-Chief Investment Officer: W. V.
  • Advisor: A. J. M.
  • Wealth Advisor: M. B.

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