Aspirean Wealth, LLC
Aspirean Wealth, LLC is an SEC-registered wealth manager in Mill Valley, CA with $233.2M assets under management (AUM, regulatory AUM), +47% over one year. See who owns Aspirean Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 173138, SEC 801-121642, data through 2026-01-29.
- AUM (assets under management / regulatory AUM)
- $233.2M (2026-01-29)
- Firm type
- Wealth Manager
- Location
- Mill Valley, CA
- Employees
- 6
- Clients
- 165
- CRD
- 173138
- Ownership
- ALVAREZ, BRADLEY, ROBERT; LEGACY ADVISORS AGENCY LLC; GRACE, PAUL, VICTOR; WINKLER, CHRISTOPHER, MICHAEL
How much AUM does Aspirean Wealth, LLC have?
Aspirean Wealth, LLC reported $233.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-29).
Who owns Aspirean Wealth, LLC?
Disclosed owners and executives of Aspirean Wealth, LLC include ALVAREZ, BRADLEY, ROBERT, LEGACY ADVISORS AGENCY LLC, GRACE, PAUL, VICTOR, WINKLER, CHRISTOPHER, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.