ASPIRE WEALTH ARCHITECTS

150 N Meadows Drive
Suite 220
Wexford, Pennsylvania 15090
Tel: (412) 879-0584

About ASPIRE WEALTH ARCHITECTS

ASPIRE WEALTH ARCHITECTS, formally registered with the SEC as ASPIRE WEALTH ARCHITECTS. The firm was established in 06/11/2018. They have over 1 offices throughout the country.

ASPIRE WEALTH ARCHITECTS is a Wexford, Pennsylvania based Financial Planning firm with nearly $227,067,342 assets under management, offering retirement planning & investment advisory services to 505 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297090
SEC#	801-113420
Assets Managed by Firm	$227,067,342
No. of Clients	505
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	505	$227,067,342
Individuals (other than high net worth individuals)	101	$50,201,215
High net worth individuals	54	$176,866,127

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