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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 1b 10b

ASI WEALTH MANAGEMENT & CONSULTING SERVICES

ADVISORY SERVICES & INVESTMENTS, LLC, CRD 108138

BEND, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9c19f0b3-ae73-56de-1063-828452384c92

Data as of Mar 30, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 13
On other graphs: 1
Observed: Mar 15, 2012 to Mar 30, 2024
29 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

ASI Wealth Management & Consulting Services

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.7BItem 5.F on the latest filing (2024-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $942M
Private client RAUM: $584MderivedItem 5.D individuals plus high net worth individuals
Private client share: 34%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 15
Advisory employees: 7
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 418
Individual clients: 155
High net worth clients: 225
SEC number: 801-55026
CRD: 108138
Filings on the tape: 29
First filed: Mar 15, 2012
Latest filed: Mar 30, 2024
Organised: Limited Liability Company, Oregon

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MILLER, RANDY, LEE	OWNER/CHIEF COMPLIANCE OFFICER	E	yes	02/1998	Mar 15, 2012	Mar 30, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Seattle	Wa	United States	3	no
LAKE OSWEGO	Or	United States	2	no
Medford	Or	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Mar 30, 2024	$1.7B	$942M	15	7	4	n/a	n/a
2022	Mar 31, 2023	$1.5B	$851M	17	8	4	n/a	n/a
2021	Mar 16, 2022	$1.6B	$849M	11	7	4	n/a	n/a
2020	Mar 31, 2021	$1.2B	$524M	11	7	4	n/a	n/a
2019	Mar 23, 2020	$1.1B	$460M	9	8	4	n/a	n/a
2018	Mar 11, 2019	$1.6B	$336M	10	7	4	n/a	n/a
2017	Mar 29, 2018	$1.6B	$368M	10	7	4	n/a	n/a
2016	Mar 30, 2017	$1.4B	$260M	8	6	n/a	n/a	n/a
2015	Mar 30, 2016	$1.3B	$241M	8	6	n/a	n/a	n/a
2014	Mar 30, 2015	$1.3B	$301M	8	6	n/a	n/a	n/a
2013	Mar 24, 2014	$1.3B	$280M	8	6	n/a	n/a	n/a
2012	Mar 26, 2013	$1.1B	$233M	8	4	n/a	n/a	n/a
2011	Mar 15, 2012	$964M	$189M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$1.7B	$1.5B	17.9%	$1.2B	12.9%	15	17	4	4

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Onedigital	6	Dec 31, 2024	Jan 1, 2026	BEND, OR	Firm absorbed	Other	85.7%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
VALENTINE VENTURES, LLC	2	Dec 31, 2020	Jan 14, 2021	BEND, OR	Team lift out	RIA to RIA	100.0%

Relationships

Controls (1)

← MILLER, RANDY, LEEOwnerOWNER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 15, 2012 to presentfactForm ADV

Moved with (2)

→ ONEDIGITALRegistered adviser6 advisors, firm absorbed, same day
Dec 31, 2024 to Jan 1, 2026factForm ADV
← VALENTINE VENTURES, LLCRegistered adviser2 advisors, team lift out, same day
Dec 31, 2020 to Jan 14, 2021factForm ADV

Registered with (9)

← RANDY LEE MILLERAdvisorregistration: previous registration
Nov 23, 1999 to Dec 31, 2024factForm ADV
← STEVEN BERT WRIGHTAdvisorregistration: previous registration
Sep 19, 2006 to Dec 31, 2024factForm ADV
← BRIAN PHILIP DEBELSAdvisorregistration: previous registration
Jan 3, 2007 to Dec 31, 2024factForm ADV
← GREGORY KENNETH SWANSONAdvisorregistration: previous registration
Apr 23, 2018 to Dec 31, 2024factForm ADV
← JOHN THOMAS BELLMANAdvisorregistration: previous registration
May 2, 2017 to Dec 31, 2024factForm ADV
← Michael Patrick BirdAdvisorregistration: previous registration
Jan 14, 2021 to Dec 31, 2024factForm ADV
← Austin James MillerAdvisorregistration: previous registration
Dec 2, 2020 to Dec 31, 2024factForm ADV
← VINCENT RONALD GIMARELLIAdvisorregistration: previous registration
Sep 29, 2022 to Aug 7, 2023factForm ADV
← ANDREW DAVID GRAYAdvisorregistration: previous registration
Jan 14, 2021 to Mar 2, 2022factForm ADV

Dated events

Occurred
Aug 1, 2025
Left the SEC roster
Asi Wealth Management & Consulting Services no longer on the SEC adviser roster (last listed 2025-07-01, RAUM $1.7B)
Form ADVobserved 4 days ago
$1.7B
Occurred
Dec 31, 2024
Firm absorbed
Asi Wealth Management & Consulting Services's advisors moved to Onedigital (Bend, OR): 6 of 7 registered, on the same day
Form ADVobserved 4 days ago
6 advisors
Occurred
Dec 31, 2024
Advisor changed firm
Michael Patrick Bird left Asi Wealth Management & Consulting Services for Onedigital (registered 2024-07-01)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2024
Advisor changed firm
Steven Bert Wright left Asi Wealth Management & Consulting Services for Onedigital (registered 2025-11-19)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2024
Advisor changed firm
John Thomas Bellman left Asi Wealth Management & Consulting Services for Onedigital (registered 2024-07-01)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2024
Advisor changed firm
Gregory Kenneth Swanson left Asi Wealth Management & Consulting Services for Onedigital (registered 2024-07-01)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2024
Advisor changed firm
Austin James Miller left Asi Wealth Management & Consulting Services for Onedigital (registered 2026-01-01)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2024
Advisor changed firm
Brian Philip Debels left Asi Wealth Management & Consulting Services for Onedigital (registered 2024-11-27)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2024
Advisor changed firm
Randy Lee Miller left Asi Wealth Management & Consulting Services for Onedigital (registered 2024-07-22)
Form ADVobserved 4 days ago
Occurred
Aug 7, 2023
Advisor changed firm
Vincent Ronald Gimarelli left Asi Wealth Management & Consulting Services for Assetmark, Inc. (registered 2024-01-31)
Form ADVobserved 4 days ago
Occurred
Mar 16, 2022
Regulatory AUM changed
Asi Wealth Management & Consulting Services reported RAUM $1.6B, up 36% from $1.2B (2021-12-13 to 2022-03-16)
Form ADVobserved 4 days ago
$432M
Occurred
Mar 2, 2022
Advisor changed firm
Andrew David Gray left Asi Wealth Management & Consulting Services for Gray Wealth Strategies Llc (registered 2022-04-28)
Form ADVobserved 4 days ago
Occurred
Mar 23, 2020
Regulatory AUM changed
Asi Wealth Management & Consulting Services reported RAUM $1.1B, down 33% from $1.6B (2019-03-11 to 2020-03-23)
Form ADVobserved 4 days ago
$-512M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9c19f0b3-ae73-56de-1063-828452384c92
First observed: Mar 15, 2012
Last observed: Mar 30, 2024 30 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ASI WEALTH MANAGEMENT & CONSULTING SERVICES

ADVISORY SERVICES & INVESTMENTS, LLC, CRD 108138

BEND, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9c19f0b3-ae73-56de-1063-828452384c92

Data as of Mar 30, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:10 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MILLER, RANDY, LEE

OWNER/CHIEF COMPLIANCE OFFICER

yes

02/1998

Mar 15, 2012

Mar 30, 2024

City

State

Country

Employees

Also broker-dealer

Seattle

United States

LAKE OSWEGO

United States

Medford

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 30, 2024

$1.7B

$942M

n/a

2022

Mar 31, 2023

$1.5B

$851M

n/a

2021

Mar 16, 2022

$1.6B

$849M

n/a

2020

Mar 31, 2021

$1.2B

$524M

n/a

2019

Mar 23, 2020

$1.1B

$460M

n/a

2018

Mar 11, 2019

$1.6B

$336M

n/a

2017

Mar 29, 2018

$1.6B

$368M

n/a

2016

Mar 30, 2017

$1.4B

$260M

n/a

2015

Mar 30, 2016

$1.3B

$241M

n/a

2014

Mar 30, 2015

$1.3B

$301M

n/a

2013

Mar 24, 2014

$1.3B

$280M

n/a

2012

Mar 26, 2013

$1.1B

$233M

n/a

2011

Mar 15, 2012

$964M

$189M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$1.7B

$1.5B

17.9%

$1.2B

12.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Onedigital

Dec 31, 2024

Jan 1, 2026

BEND, OR

Firm absorbed

Other

85.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

VALENTINE VENTURES, LLC

Dec 31, 2020

Jan 14, 2021

BEND, OR

Team lift out

RIA to RIA

100.0%