ASPIREAN WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$233,159,926
Discretionary
$204,485,587
Non-discretionary
$28,674,339
Firm details
- CRD number
- 173138
- SEC file number
- 801-121642
- Main office
- MILL VALLEY, CA, United States
- Employees
- 6
- SEC status
- Approved
- Website
- https://www.aspirean.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.