Aspyre Wealth Partners
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 107212
- Registered since
- September 26, 2000
- Website
- aspyrewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI83.74%
- Individuals15.96%
- Charitable Organizations0.3%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Aspyre Wealth Partners is an independent registered investment adviser organized as a corporation and registered with the SEC since 2000. The firm focuses on advising individuals and families and offers a mix of financial planning, portfolio management for individuals and small businesses, and educational seminars. It also lists accounting among its business activities. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not listed 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 Funds90%
- State & Local Bonds5%
- Exchange Traded Equities2%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Contacts
3 of 10
Connor Anderson
Lead Financial AdvisorCRD 6395122
Stewart Koesten
Founder & ChairmanCRD 815552
Joslyn Boyd
Client Service SpecialistCRD 6310863
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$232M in ETFs
98%
$226M
2%
$5.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF (FNDX) | Schwab | Passive | Large Value | $52.7M | 1,694,633 | 22.76% |
Location
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 10851 Mastin St
- Time zone
- CT (UTC-6)
- Office locations
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