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Building 2ASPYRE WEALTH PARTNERS

Map pinOVERLAND PARK, KS
Phone913-345-1881
NotebookSEC #801-57971
Total AUM
$668.3M
Employees
17
Clients
330

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10851 MASTIN BLVD.
STE 1050
OVERLAND PARK
KS 66210
United States
Operating Hours
8 A.M. - 5 P.M.
Monday - Friday
Phone
913-345-1881

ReceiptFinancials

Total AUM
$668.3M
Accounts
1,559
Discretionary
$652M
Accounts
1,508
Non-Discretionary
$16.4M
Accounts
51

ContactClients

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Individual Clients
172
AUM
$106.7M
HNW Individual Clients
157
AUM
$559.7M
Charitable Organization Clients
1
AUM
$2M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
NET WORTH

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLKSMONHTNTX

HandshakeAffiliates

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

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