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| Aspire Growth Partners LLC
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|---|---|
| CRD # | 312063 |
| SEC # | 801-120122 |
| CIK # | 0002055568 |
| AUM | $1.2 B (2026-06-04) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 330-239-1776 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002055568 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.2 | ||
| Microsoft Corp | 5.6 | ||
| J P Morgan Chase & Co | 3.2 | ||
| Wal Mart Stores Inc | 3.0 | ||
| Alphabet Inc | 2.6 | ||
| Amazon Com Inc | 2.5 | ||
| Marathon Petroleum Corp | 2.4 | ||
| Alphabet Inc | 1.8 | ||
| International Business Machines Corp | 1.8 | ||
| Lockheed Martin Corp | 1.5 | ||
| Halliburton Co | 1.3 | ||
| Visa Inc | 1.2 | ||
| Ingersoll-Rand PLC | 1.1 | ||
| Eaton Corp Ltd | 1.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 619 | 184.2 |
| (b) Individuals (high net worth individuals) | 320 | 953.5 |
| (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 | 14 | 39.7 |
| (h) Charitable organizations | 0 | 3.5 |
| (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 | 5 | 6.3 |
| (n) Other | 0 | 0.0 |
| Total | 3,152 | 1,187.2 |
| By Discretionary | ||
| Discretionary | 2,975 | 1,131.6 |
| Non-Discretionary | 177 | 55.6 |
| Total | 3,152 | 1,187.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,187.2 | |
| Total | 3,152 | 1,187.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002055568] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CCG Wealth Management LLC
✚
|
CA | 1.2 |
|
Maceratio LLC
✚
|
FL | 1.2 |
|
Moment Partners LLC
✚
|
CA | 1.2 |
|
Ram Investment Partners LLC
✚
|
WA | 1.2 |
|
Founders Financial Alliance LLC
✚
|
NC | 1.2 |
|
Crossmark Wealth Management LLC
✚
|
TX | 1.2 |
|
TCP Asset Management LLC
✚
|
OH | 1.2 |
|
Crumly and Associates Incorporated
✚
|
IL | 1.2 |
|
Crusonia Wealth Advisors LLC
✚
|
CO | 1.2 |
|
Total Wealth Planning LLC
✚
|
OH | 1.2 |