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ASPIRE PRIVATE WEALTH COUNSEL, LLC
CRD 282582 · SEC 801-127937
8351 E. WALKER SPRINGS LN, SUITE 400, KNOXVILLE, TN, 37923, United States
Phone
865-500-8965
Fax
865-622-6803
Registration
— (—)
Source
State registered
Total AUM
$79.0M
Discretionary AUM
$79.0M
Team
5 total employees; 3 advisory reps; 3 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; FEE SHARING ARRANGEMENTS WITH INSURANCE BROKER
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersBUSINESS CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $2.8M |
| High net worth individuals | 31 | $75.7M |
| Pension/profit sharing plans | 1 | $0 |
| Corporations/business entities | 1 | $466K |
All web addresses on file
Official SEC filing: View on IAPD