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ASPIRIANT, LLC
CRD 146720 · SEC 801-68987
11100 SANTA MONICA BLVD, FIFTH FLOOR, LOS ANGELES, CA, 90025, United States
Phone
310-806-4000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$18.05B
Discretionary AUM
$14.67B
Team
218 total employees; 105 advisory reps; 24 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 627 | $259.0M |
| High net worth individuals | 1683 | $16.60B |
| Investment companies | 3 | $149.3M |
| Pension/profit sharing plans | 2 | $4.2M |
| Charitable organizations | 13 | $323.0M |
| Corporations/business entities | 29 | $712.4M |
States served
VT, AZ, CA, CO, DE, DC, GA, ID, IL, IN, KY, LA, MD, MA, MI, MN, NE, NV, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TN, UT, VA, WI, WY, WA, TX, NH, HI, CT, FL
All web addresses on file
- HTTPS://WWW.LINKEDIN.COM/COMPANY/ASPIRIANT
- HTTP://WWW.ASPIRIANT.COM
- HTTPS://WWW.FACEBOOK.COM/ASPIRIANT/
- HTTP://WWW.ASPIRIANTFUNDS.COM
- HTTPS://TWITTER.COM/ASPIRIANTNEWS
- https://vimeo.com/user6109129
- https://www.youtube.com/@AspiriantVideo
- https://vimeo.com/aspiriant
- https://www.instagram.com/aspiriantwealth/
Official SEC filing: View on IAPD