Wealth Manager
    SEC Registered
    Manages Private Funds

    Mystic Asset Management

    Registered investment advisor · Warwick, Rhode Island · CRD #170361

    Assets Under Management
    $615M
    Client Accounts
    371
    Employees
    3
    CRD Number
    170361
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Mystic Asset Management

    Mystic Asset Management (MAM) is a federally registered investment advisory firm offering personalized services to banks, high net worth individuals, trusts, and non-profits. MAM provides financial planning, investment supervision, and asset management. It is based in Warwick, RI.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Mystic Asset Management's AUM?

    Mystic Asset Management reports approximately $615M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Mystic Asset Management headquartered?

    Mystic Asset Management is headquartered in Warwick, Rhode Island.

    What is Mystic Asset Management's CRD number?

    Mystic Asset Management's CRD number is 170361. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Mystic Asset Management manage?

    Mystic Asset Management manages approximately 371 client accounts according to its latest SEC filing.

    Is Mystic Asset Management SEC registered?

    Yes, Mystic Asset Management is registered with the SEC as an investment adviser with an approved registration status.

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