|
⚲
|
| Aspire Wealth Management LLC
✚
| |
|---|---|
| CRD # | 311368 |
| SEC # | 801-125017 |
| CIK # | 0001916412 |
| AUM | $96.6 MM (2024-05-29) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 913-322-3500 |
| Address | 7400 W 130th Street Overland Park, KS 66213 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| 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 ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 462 | 69.0 |
| (b) Individuals (high net worth individuals) | 10 | 27.6 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,278 | 96.6 |
| By Discretionary | ||
| Discretionary | 853 | 85.6 |
| Non-Discretionary | 425 | 11.0 |
| Total | 1,278 | 96.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 96.6 | |
| Total | 1,278 | 96.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001916412] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Holland Group Retirement Wealth Advisors LLC
✚
|
FL | 0.1 |
|
Onesource Advisors LLC
✚
|
CA | 0.1 |
|
ELE Advisory Services Inc
✚
|
MI | 0.1 |
|
Queen City Capital Management LLC
✚
|
OH | 0.1 |
|
MPWA Inc
✚
|
CA | 0.1 |
|
Secure Retirement Financial & Insurance Services Corp
✚
|
CA | 0.1 |
|
Box Financial Advisors LLC
✚
|
TX | 0.1 |
|
Irvine Wealth Planning Strategies LLC
✚
|
NY | 0.1 |
|
Brandywine Financial Group Inc
✚
|
FL | 0.1 |
|
Growstrong Wealth Strategies LLC
✚
|
CO | 0.1 |