1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ASPIRE WEALTH MANAGEMENT

Map pinOVERLAND PARK, KS
Phone913-322-3500
NotebookSEC #801-125017
Total AUM
$96.6M
Employees
1
Clients
472

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7400 W. 130TH STREET
SUITE 130
OVERLAND PARK
KS 66213
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
913-322-3500
Other Offices
1

ReceiptFinancials

Total AUM
$96.6M
Accounts
1,278
Discretionary
$85.6M
Accounts
853
Non-Discretionary
$11M
Accounts
425

ContactClients

View more in analytics →

Individual Clients
462
AUM
$69M
HNW Individual Clients
10
AUM
$27.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SUBSCRIPTION FEES FOR FINANCIAL PLANNING

Shield checkCompliance

Disclosures

None reported

State Registrations
KSMO

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account