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ASPIRE PRIVATE WEALTH COUNSEL, LLC
8351e. Walker Springs Ln, Suite 400
Knoxville, Tennessee 37923
Tel: 865-500-8965
About ASPIRE PRIVATE WEALTH COUNSEL, LLC
ASPIRE PRIVATE WEALTH COUNSEL, LLC, formally registered with the SEC as ASPIRE PRIVATE WEALTH COUNSEL, LLC. The firm was established in 05/05/2023. They have over 1 offices throughout the country.
ASPIRE PRIVATE WEALTH COUNSEL, LLC is a Knoxville, Tennessee based Financial Planning firm with nearly $129,443,311 assets under management, offering retirement planning & investment advisory services to 216 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282582 |
| SEC# | 801-127937 |
| Assets Managed by Firm | $129,443,311 |
| No. of Clients | 216 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (FEE SHARING ARRANGEMENTS WITH INSURANCE BROKER)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (BUSINESS CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 216 | $129,443,311 |
| Individuals (other than high net worth individuals) | 15 | $7,162,514 |
| High net worth individuals | 25 | $119,867,679 |
| Corporations or other businesses | 1 | $2,413,118 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $651,482,000,000 | 62140 | 4565 | |
| $14,371,072,726 | 37 | 37 | |
| $13,961,190,744 | 9 | 48 | |
| $12,356,541,464 | 8945 | 236 | |
| $10,409,129,905 | 208 | 42 |
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