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ASPIREAN WEALTH, LLC

CRD 173138 · SEC 801-121642

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6 KNOLL LANE, SUITE B, MILL VALLEY, CA, 94941, United States

Phone

(844) 687-5342

Fax

(844)-687-5342

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$233.2M

Discretionary AUM

$204.5M

Team

6 total employees; 6 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-29

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals90$40.2M
High net worth individuals75$191.3M

States served

CA, IN, MI, TX, FL

All web addresses on file

Official SEC filing: View on IAPD