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ASI Wealth Management & Consulting Services
Founded in 1998 and based in Bend, Oregon, ASI Wealth Management is a registered investment adviser that now functions as the Pacific Northwest Retirement...
ASI Wealth Management & Consulting Services
Founded in 1998 and based in Bend, Oregon, ASI Wealth Management is a registered investment adviser that now functions as the Pacific Northwest Retirement & Wealth team of OneDigital, a national advisory firm with offices across the United States. This integration into OneDigital gives ASI a broader service shelf than a typical independent RIA — one spanning personal financial planning, insurance, healthcare coverage, and sophisticated strategies for high-net-worth families. The firm's investment advisory services cover portfolio management for individuals, families, corporations, and endowments. A distinct private client team targets individuals and families with complex needs, delivering wealth strategies designed to streamline intergenerational transfers, preserve legacies, and structure assets around long-term goals. For business owners, ASI advises on the personal, tax, legal, and financial angles of selling or transferring a company, pairing investment management with transition planning that reaches beyond portfolio construction. Operating as part of the national OneDigital organization, the ASI team likely draws on infrastructure spanning retirement plan consulting, employee benefits, and insurance brokerage. The Bend office leads the Pacific Northwest Retirement & Wealth practice, though exact team size and AUM figures are not publicly disclosed. Recent public activity remains thin; no major regulatory filings, large portfolio disclosures, or named principal departures have surfaced in the last 24 months. ASI's structural differentiator is its position inside OneDigital rather than as a standalone fiduciary. That parent relationship allows the team to surround core wealth management with adjacent lines — health insurance, Medicare navigation, and business succession advisory — under one coordinated service model. For a principal based in a mid-sized market like Bend, this architecture creates a scope of service typically found only at larger private banks or national wealth platforms.
General information
Firm type
Bank / Wealth / Trust
Year founded
1998
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Bend
Corporate office
Bend, OR, United States
Sector focus
Frequently asked questions
What is ASI Wealth Management's relationship to OneDigital?
ASI Wealth Management functions as the Pacific Northwest Retirement & Wealth team of OneDigital, a large national advisory firm. OneDigital's website presents ASI's Bend, Oregon location as part of its broader network of experienced professionals, indicating that ASI operates under the OneDigital umbrella rather than as a fully independent entity. This arrangement bundles wealth management with OneDigital's wider services, including employee benefits and insurance.
Who runs investment decisions at ASI Wealth Management?
ASI has not publicly identified a named chief investment officer or lead portfolio manager. The firm's leadership and investment committee composition are not disclosed on its website or in associated regulatory filings. In practice, investment decisions likely sit with the Pacific Northwest Retirement & Wealth team inside OneDigital, though the specific individuals responsible are not public.
How does ASI Wealth Management source clients?
ASI's primary client-sourcing channel is its integration into OneDigital, which brings a national pipeline of employer relationships, retirement-plan participants, and benefits-consulting clients. The Bend office also serves local high-net-worth individuals, families, and business owners through its private-client and business-transition practices, with a service model that emphasizes local advisory combined with national resources.
Does ASI Wealth Management participate in fund commitments or only direct management?
ASI provides portfolio management and investment advisory services, but it does not publicly disclose whether client portfolios include commitments to external funds or are managed entirely through direct securities and model portfolios. Given its RIA structure and wealth-management focus, ASI likely constructs portfolios using individual securities, ETFs, and possibly third-party separate accounts rather than operating a fund-of-funds program — though this remains an unconfirmed operational inference.
What is ASI's known posture on co-investments alongside external managers?
No evidence suggests ASI offers direct co-investment opportunities alongside external GPs. The firm's marketing emphasizes holistic financial planning, retirement income, and business-succession strategies — not institutional private-market access. Wealthy clients seeking direct co-investment in private companies likely would need to look outside ASI's standard service model.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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