|
⚲
|
| Aspirean Wealth LLC
✚
|
|
|---|---|
| CRD # | 173138 |
| SEC # | 801-121642 |
| CIK # | 0002110285 |
| AUM | $233.2 M (2026-01-29) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 844-687-5342 |
| Address | 6 Knoll Lane Mill Valley, CA 94941 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Bitcoin Trust | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 90 | 40.2 |
| (b) Individuals (high net worth individuals) | 75 | 191.3 |
| (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 | 1.2 |
| (h) Charitable organizations | 0 | 0.5 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 452 | 233.2 |
| By Discretionary | ||
| Discretionary | 373 | 204.5 |
| Non-Discretionary | 79 | 28.7 |
| Total | 452 | 233.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 233.2 | |
| Total | 452 | 233.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002110285] |
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