Aspire Wealth Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 288151
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI74%
- Individuals26%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Aspire Wealth Advisors, LLC is an independent, individual-owned advisory firm focused on serving individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and bills clients through a mix of AUM-based fees, hourly charges, and fixed fees. Aspire is state-registered in California and Oregon. It does not position itself as a capital allocator, is not active in ESG investing, and does not act as a pension consultant or related adviser.
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
- Exchange Traded Equities67%
- Public Funds/Mutual Funds21%
- Cash & Cash Equivalents11%
- Non-Exchange Traded Equities1%
Contacts
1 of 1
Farrell Griswold
Founder & PrincipalCRD 5800564
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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