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Building 2ASPIREAN WEALTH, LLC

Map pinMILL VALLEY, CA
Phone(844) 687-5342
NotebookSEC #801-121642
Total AUM
$233.2M
Employees
6
Clients
167

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6 KNOLL LANE
SUITE B
MILL VALLEY
CA 94941
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
(844) 687-5342
Other Offices
2

ReceiptFinancials

Total AUM
$233.2M
Accounts
452
Discretionary
$204.5M
Accounts
373
Non-Discretionary
$28.7M
Accounts
79

ContactClients

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Individual Clients
90
AUM
$40.2M
HNW Individual Clients
75
AUM
$191.3M
Pension/Profit Sharing Plan Clients
1
AUM
$1.2M
Charitable Organization Clients
1
AUM
$474.4K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLINMITX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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