ASPIRE WEALTH MANAGEMENT

RIASEC RegisteredEst. 2022

Total AUM

$51.4M

Discretionary

$51.4M

100% of AUM

Avg account

$129K

Accounts

398

Employees

Advisory reps

Firm details

Headquarters: OVERLAND PARK, Kansas
CRD number: 311368
Registered since: May 13, 2022
Website: www.aspirewealthmgt.com
Custodians: ALLIANZ LIFE FINANCIAL SERVICES, LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Individuals79.43%
HNWI20.57%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Aspire Wealth Management is a limited liability company that registered with the SEC in 2022 and is privately owned by an individual. The firm serves individuals and families, offering financial planning, portfolio management for individuals and small businesses, the selection of other advisers, and educational seminars or workshops. It also operates as an insurance broker and functions as a capital allocator, directing client capital to outside managers when appropriate. Fee arrangements include percentage-of-AUM, fixed fees, and other fee structures. Aspire reports it is not an active ESG investor.