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ASPIREAN WEALTH, LLC
6 Knoll Lane
Suite B
Mill Valley, California 94941
Tel: (415) 383-8404
About ASPIREAN WEALTH, LLC
ASPIREAN WEALTH, LLC, formally registered with the SEC as ASPIREAN WEALTH, LLC. The firm was established in 06/25/2021. They have over 4 offices throughout the country.
ASPIREAN WEALTH, LLC is a Mill Valley, California based Financial Planning firm with nearly $158,825,370 assets under management, offering retirement planning & investment advisory services to 461 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173138 |
| SEC# | 801-121642 |
| Assets Managed by Firm | $158,825,370 |
| No. of Clients | 461 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 461 | $158,825,370 |
| Individuals (other than high net worth individuals) | 79 | $21,448,428 |
| High net worth individuals | 97 | $130,046,104 |
| Pension and profit sharing plans | 4 | $6,318,904 |
| Charitable organizations | 2 | $1,011,934 |
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