ASPIRE PRIVATE WEALTH COUNSEL, LLC
Firm details
- Headquarters
- KNOXVILLE, Tennessee
- CRD number
- 282582
- Website
- www.aspirepwc.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Exchange Traded Equities33%
- Cash & Cash Equivalents11%
- Private Funds1%
Contacts
2 of 2Erich von Geis
Managing PartnerCRD 7706056
PHILIP DORTCH
Senior Partner, PrincipalCRD 2963881
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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