# ASI Wealth Management & Consulting Services

ASI Wealth Management & Consulting Services is a RIA based in Bend, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Bend, United States
- **Region:** North America
- **Address:** Bend, OR, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** asiwealthmanagement.com
- **LinkedIn:** https://linkedin.com/company/asiwealthmanagement

## Regulatory record

- **Reports private funds:** No

## About

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. 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.

## Sectors

- Wealth Management
- Retirement Planning
- Insurance
- Healthcare
- Business Transition Planning

## Questions

### 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.

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- [Asiri](https://altss.com/profile/asiri)
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Last updated: 2026-08-11T02:43:31.692Z

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