|
⚲
|
| Aspirean Wealth LLC
✚
| |
|---|---|
| CRD # | 173138 |
| SEC # | 801-121642 |
| CIK # | |
| AUM | $158.8 MM (2024-02-08) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 415-383-8404 |
| Address | 6 Knoll Lane Mill Valley, CA 94941 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 21.4 |
| (b) Individuals (high net worth individuals) | 97 | 130.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 6.3 |
| (h) Charitable organizations | 2 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 461 | 158.8 |
| By Discretionary | ||
| Discretionary | 258 | 82.4 |
| Non-Discretionary | 203 | 76.4 |
| Total | 461 | 158.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 158.8 | |
| Total | 461 | 158.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
BLVD Private Wealth LLC
✚
|
KY | 0.2 |
|
Pinnacle Wealth Management LLC
✚
|
CA | 0.2 |
|
Personal Choice Financial Advisors LLC
✚
|
OH | 0.2 |
|
Core Financial Advisors LLC
✚
|
CA | 0.2 |
|
Bernard Wealth Management Corp
✚
|
MI | 0.2 |
|
SWP Financial LLC
✚
|
CA | 0.2 |
|
Vision Capital Management Corporation
✚
|
NC | 0.2 |
|
CH Douglas & Gray LLC
✚
|
IN | 0.2 |
|
Jericho Financial LLP
✚
|
OH | 0.2 |
|
Millington Financial Advisors LLC
✚
|
IL | 0.2 |