|
⚲
|
| Aspire Advisors LLC
✚
|
|
|---|---|
| CRD # | 150652 |
| SEC # | 801-77599 |
| CIK # | 0002094017 |
| AUM | $109.2 M (2026-03-27) |
| Employees | 8 (75% Investors, 75% Brokers) |
| Phone | 877-760-3540 |
| Address | 661 North Broadway North White Plains, NY 10603 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 82 | 23.0 |
| (b) Individuals (high net worth individuals) | 34 | 77.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 8.9 |
| (n) Other | 0 | 0.0 |
| Total | 192 | 109.2 |
| By Discretionary | ||
| Discretionary | 192 | 109.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 192 | 109.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 108.9 | |
| Total | 192 | 109.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0002094017] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Simcoe Capital LLC
✚
|
WA | 0.1 |
|
Wealthshape LLC
✚
|
CT | 0.1 |
|
Afton Advisors LLC
✚
|
0.1 | |
|
Ingram Advisory Services LLC
✚
|
FL | 0.1 |
|
Garden State Retirement Specialists LLC
✚
|
NJ | 0.1 |
|
Five Seasons Financial Planning LLC
✚
|
UT | 0.1 |
|
Fairlight Advisors LLC
✚
|
CA | 0.1 |
|
Partners Capital Services Inc
✚
|
NY | 0.1 |
|
A Better Way Financial LLC
✚
|
PA | 0.1 |
|
Pavlic Investment Advisors Inc
✚
|
WI | 0.1 |