Afrasiab Wealth Solutions, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$19,464,609
Clients
73
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
73
Very HighAverage account size
$266,638
About
Afrasiab Wealth Solutions, LLC is a California-registered independent investment adviser, founded in July 2023, that provides discretionary investment management to individuals, high‑net‑worth individuals, trusts, estates, businesses, and retirement plans. The firm reports approximately $19.46 million in assets under management across about 73 client relationships and constructs portfolios using low‑cost mutual funds, ETFs, individual stocks and bonds.
The adviser uses fundamental analysis and a generally long‑term investment orientation to develop strategic asset allocations and customized portfolios tied to each client’s goals, risk tolerance and financial situation. Portfolios are monitored on an ongoing basis with formal reviews at least annually, and the firm may execute shorter‑term trades for rebalancing, tax harvesting or cash‑flow needs.
Noteworthy features include that the firm’s principal is a licensed insurance professional who earns separate, commission‑based compensation for insurance sales, a practice the firm discloses as a potential conflict of interest and reports as separate from advisory fees. The firm also maintains an institutional relationship with Charles Schwab Advisor Services and receives technology, custodial and other economic benefits from that relationship, and it does not participate in wrap fee programs or employ third‑party money managers.
Client services
Portfolio management
Expertise
Long-term care insurance
General retirement planning
Retirement plans for business owners (SEP, solo 401k)
Fee options
$0+: 1.75% annually +: 1.00% annually
Insurance commissions earned by Mr. Afrasiab for selling insurance products; separate from investment advisory fees.
Main office location
Afrasiab Wealth Solutions, LLC
Rancho Palos Verdes CA, United States
Number of offices
1
Most active in
Afrasiab Wealth Solutions, LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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