ASPIRE PRIVATE WEALTH COUNSEL, LLC

RIASEC Registered
Total AUM
$79M
Discretionary
$79M
100% of AUM
Avg account
$393K
Accounts
201
Employees
5
Advisory reps
2

Firm details

Headquarters
KNOXVILLE, Tennessee
CRD number
282582
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI95.89%
  • Individuals3.52%
  • Corporations / Businesses0.59%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Aspire Private Wealth Counsel, LLC is an independent, owner-operated RIA organized as an LLC that serves both high-net-worth individuals and institutions. The firm positions itself as a capital allocator and provides comprehensive advisory work including financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee arrangements are flexible and include percentage-of-AUM pricing alongside hourly and fixed-fee engagements. Aspire does not identify as an active ESG investor and is not set up as a multi-state or newly formed adviser. The firm’s advisory model emphasizes outsourcing and manager selection—working with third-party managers and custodians rather than building a heavy in-house product shelf.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 55%, Exchange Traded Equities 33%, Cash & Cash Equivalents 11%, Private Funds 1%55%
  • Public Funds/Mutual Funds55%
  • Exchange Traded Equities33%
  • Cash & Cash Equivalents11%
  • Private Funds1%

Contacts

2 of 2
  • Erich von Geis

    Managing PartnerCRD 7706056

  • PHILIP DORTCH

    Senior Partner, PrincipalCRD 2963881

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

KNOXVILLE, TN

KNOX

Location

KNOXVILLE, TN

Headquartered in KNOXVILLE, TN, anchoring the Knoxville-Morristown-Sevierville, TN metro in the South.

Metro area
Knoxville-Morristown-Sevierville, TN
Region
South
County
KNOX
Address
8351 E Walker Springs Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth