Aspire Wealth Management Corporation

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Assets, Funds, Holdings

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Aspire Wealth Management Corporation
CRD #160779
SEC #801-78407
CIK #0001916412
AUM $379.5 MM (2024-03-28)
Employees 4 (75% Investors, 75% Brokers)
Phone617-245-8500
Address271 Waverley Oaks Road
Waltham, MA 02452
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
4003202401608002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 4.1
MSFT 1,918,222.4 1.4
 
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
180144108723602022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 1,103 243.7
(b) Individuals (high net worth individuals) 71 132.2
(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 3.6
(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 1,175 379.5
By Discretionary
Discretionary 1,174 375.9
Non-Discretionary 1 3.6
Total 1,175 379.5
By Non-United States Persons
Non-United States Persons 0.2
United States Persons 379.2
Total 1,175 379.5
EDGAR Form CIK 2011 - 2024
13F-HR [0001916412]
Comparable Firms State AUM ($BB)
Putterman Dean Eliot
TX 0.4
Macdougall Financial Counseling
PA 0.4
Nvest Financial LLC
NH 0.4
VAM Group Inc
MI 0.4
Financial Life Focus LLC
PA 0.4
RAIN Capital Management LLC
OR 0.4
WealthEdge Investment Advisors LLC
NY 0.4
Essential Planning LLC
NH 0.4
Wealthvalues LLC
CA 0.4
Redmond Asset Management LLC
VA 0.4
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