Dwayne Whittle Asay
Investment adviser representative at Squire Wealth Advisors
29 yearsExperience
2 statesRegistered in
$586.7MFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
29 years in the industry.
- Squire Wealth AdvisorsAug 2016 to now
- Squire & Company PcMar 1997 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Squire Wealth Advisors
Legal name: Squire Investment Management Company, LLC
$586.7MAssets managed
587Clients
12Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4752392
- Firm CRD
- 117750