ASPIRE WEALTH

Overview

Aspire Wealth is an independent registered investment adviser serving individual and family clients with a focus on equity-centered portfolio management and financial planning. The firm blends fee models—percentage of assets under management, hourly charges, and fixed fees—to serve a mix of long-term wealth management and project-based planning needs. Advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Investment activity is heavily weighted toward publicly traded equities and exchange-traded instruments, reflecting a clear preference for liquid, market-traded exposures. Custody through Altruist supports an ETF- and equity-centric approach, and the firm supplements its public-market allocations with mutual funds and allocations to digital currency as an alternative exposure. Aspire Wealth does not position itself as an ESG-focused investor and operates as a single-state adviser under an individual-owner structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices