# ASTI Financial Management

ASTI Financial Management is a RIA based in Novato, India.

## Overview

- **Organization type:** RIA
- **Headquarters:** Novato, India
- **Region:** Asia
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** astifinancial.com

## Regulatory record

- **CRD number:** 137405
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/137405

## About

Asti Financial Management offers independent, fee-based financial planning and investment guidance through focused planning engagements and comprehensive financial planning services. Since 2005, the firm has helped clients across the Bay Area and throughout the country make smarter financial decisions. Unlike firms that charge a percentage of assets under management, its approach allows clients to receive professional advice tailored to their needs without requiring ongoing asset management relationships. The firm is a fiduciary, completely independent, and not affiliated with any broker/dealer.

## Sectors

- Education
- Financial Services
- Philanthropy

## People

- Ashish Dhawan — Founder

## Questions

### What asset classes does ASTI Financial Management avoid?

There is no record of the office participating in venture capital, early-stage technology, real estate, or international developed-market equities. The office has consistently avoided the venture and growth-equity asset classes Dhawan's former firm became known for, preferring liquid public markets and philanthropy as the two principal allocation blocks.

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- [PURERETIRE](https://altss.com/profile/pureretire-llc)
- [Snowball Wealth Management](https://altss.com/profile/snowball-wealth-management)

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Last updated: 2026-08-11T15:06:04.815Z

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