ASPIRE WEALTH ARCHITECTS
Firm details
- Headquarters
- WEXFORD, Pennsylvania
- CRD number
- 297090
- Registered since
- June 11, 2018
- Website
- aspirewealtharchitects.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.61%
- Individuals10.39%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Aspire Wealth Architects is an independent registered investment adviser formed as an LLC and SEC-registered in 2018. The firm is owner-operated and focuses on financial planning and portfolio management for individuals and small business owners, charging fees as a percentage of assets under management. Its investment approach tilts toward public funds and ETFs as core building blocks, with a limited direct-equity sleeve and selective use of third-party alternative managers. Aspire is not positioned as an ESG investor and operates with a single-state footprint rather than as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds97%
- Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Contacts
3 of 4IAN CULLY
AdvisorCRD 6752923
WALTER LAUB
Director of PlanningCRD 5833527
CAITLIN CULLY
Financial Advisor & PartnerCRD 5203006
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$247M in ETFs
100%
$247M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $125M | 388,171 | 50.46% |
Location
WEXFORD, PA
ALLEGHENY
Location
WEXFORD, PA
Headquartered in WEXFORD, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- ALLEGHENY
- Address
- 150 N Meadows Dr
- Time zone
- ET (UTC-5)
- Office locations
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