ASSET DEDICATION, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $2.93B |
| Discretionary | $2.93B100% of AUM |
| Client Accounts | 6,174 |
| Avg Account Size | $475K |
| Employees | 7 |
| Peak AUM | $2.93BMar 2026 |
| AUM CAGR | +35.4% /yrover 15 yrs · 44 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.9B | +12.3% | +11.8% | +15.3% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $2.93B |
| Discretionary | $2.93B |
| Employees | 7 |
| Client Accounts | 6174 |
| Client Range | More than 500 |
Contact & Location
Address
220 MONTGOMERY STREET
SAN FRANCISCO CA 94104-3475
Phone
866-535-0897
Filing History
44 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2.9B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported