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| Aspire Wealth Management Corporation
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|
|---|---|
| CRD # | 160779 |
| SEC # | 801-78407 |
| CIK # | 0001916412 |
| AUM | $320.0 MM (2023-03-16) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Phone | 617-245-8500 |
| Address | 271 Waverley Oaks Road Waltham, MA 02452 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 3.5 | |
| XOM | 385,508.3 | 1.2 | |
| MSFT | 1,918,222.4 | 0.9 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 379 | 160.0 |
| (b) Individuals (high net worth individuals) | 73 | 157.0 |
| (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 | 1 | 3.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 453 | 320.0 |
| By Discretionary | ||
| Discretionary | 452 | 317.0 |
| Non-Discretionary | 1 | 3.0 |
| Total | 453 | 320.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 319.8 | |
| Total | 453 | 320.0 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001916412] |
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|---|---|---|
|
and Wealth Partners LLC
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MD | 0.3 |
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Headwater Investment Consulting Inc
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OR | 0.3 |
|
ETFidea LLC
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Gainplan LLC
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