A complete list of active advisors currently associated with Afrasiab Wealth Solutions, LLC

Warmer can help you find a great advisor at Afrasiab Wealth Solutions, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Afrasiab Wealth Solutions, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.