ASPIREAN WEALTH, LLC

RIASEC RegisteredEst. 2021

Total AUM

$233M

Discretionary

$204M

88% of AUM

Avg account

$516K

Accounts

452

Employees

Advisory reps

Firm details

Headquarters: MILL VALLEY, California
CRD number: 173138
Registered since: June 25, 2021
Website: aspirean.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI82.04%
Individuals17.25%
Pension & Profit Sharing Plans0.5%
Charitable Organizations0.2%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Aspirean Wealth, LLC is an independent registered investment adviser organized as an LLC and active since 2021. The firm serves individual and family clients and positions itself as a capital allocator that builds portfolios through a mix of internal advice and selection of third‑party managers. Its advisory scope, as stated on its filing, includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Aspirean also operates as an insurance broker and offers flexible fee arrangements (percentage of AUM, hourly, and fixed fees). The firm does not identify as an ESG-focused investor in its materials. Its model emphasizes pooled public funds and outsourced manager relationships rather than in‑house direct securities trading.