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ASPIRE WEALTH MANAGEMENT
ASPIRE WEALTH MANAGEMENT, LLC
CRD 311368 · SEC 801-125017
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 289 | $40.9M |
| High net worth individuals | 13 | $10.6M |
All web addresses on file
Official SEC filing: View on IAPD