ASSET DEDICATION, LLC

CRD 151988 · SEC 801-71892

Visit website

220 MONTGOMERY STREET, #1098, SAN FRANCISCO, CA, 94104-3475, United States

Phone

866-535-0897

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.93B

Discretionary AUM

$2.93B

Team

7 total employees; 5 advisory reps

Clients

More than 500

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)PORTFOLIO CONSULTING; PROVIDES SERVICES (1), (2), & (5) ABOVE AS THIRD-PARTY ADVISOR OR SUB-ADVISOR

Client types

Type	Clients	AUM
Individuals	1158	$476.2M
High net worth individuals	828	$2.44B
Pension/profit sharing plans	8	$8.3M
Charitable organizations	1	$1.4M
Corporations/business entities	3	$3.8M

States served

AL, AZ, CA, CO, GA, IL, IN, KS, LA, ME, MD, MA, MI, MN, MS, NJ, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, MO, WA, TX, NH, CT, FL

All web addresses on file

https://x.com/jbrentburns?lang=en
HTTP://WWW.ASSETDEDICATION.COM

Official SEC filing: View on IAPD