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| Aspirean Wealth LLC
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|
|---|---|
| CRD # | 173138 |
| SEC # | 801-121642 |
| CIK # | |
| AUM | $145.0 MM (2023-03-07) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 415-383-8404 |
| Address | 6 Knoll Lane Mill Valley, CA 94941 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 35.7 |
| (b) Individuals (high net worth individuals) | 81 | 103.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 4.6 |
| (h) Charitable organizations | 2 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 471 | 145.0 |
| By Discretionary | ||
| Discretionary | 234 | 64.3 |
| Non-Discretionary | 237 | 80.6 |
| Total | 471 | 145.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 145.0 | |
| Total | 471 | 145.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
K2 Financial Inc
✚
|
CA | 0.1 |
|
Richardson Financial Services Inc
✚
|
MA | 0.1 |
|
Flying Point Financial Inc
✚
|
MA | 0.1 |
|
Greenshields Capital LLC
✚
|
CA | 0.1 |
|
Capital Portfolio Management LLC
✚
|
KS | 0.1 |
|
Tribeca Financial LLC
✚
|
AZ | 0.1 |
|
Higgins & Schmidt Wealth Strategies LLC
✚
|
CO | 0.1 |
|
Andrew Hill Investment Advisors Inc
✚
|
FL | 0.1 |
|
The Heaton Hoppes Group LLC
✚
|
IA | 0.1 |
|
Capital Developers LLC
✚
|
NC | 0.1 |