Falists
← Back to search

ASPIRE WEALTH MANAGEMENT

ASPIRE WEALTH MANAGEMENT, LLC

CRD 311368 · SEC 801-125017

Visit website

7400 W. 130TH STREET, SUITE 140, OVERLAND PARK, KS, 66213, United States

Phone

913-322-3500

Fax

913-322-2036

Registration

— (—)

Source

State registered

Total AUM

$51.4M

Discretionary AUM

$51.4M

Team

12 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees; SUBSCRIPTION FEES FOR FINANCIAL PLANNING

Org form

Limited Liability Company

Filing date

2026-05-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals289$40.9M
High net worth individuals13$10.6M

All web addresses on file

Official SEC filing: View on IAPD