Aspire Wealth Architects
Aspire Wealth Architects is an SEC-registered wealth manager in Wexford, PA with $290.3M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Aspire Wealth Architects: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297090, SEC 801-113420, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $290.3M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Wexford, PA
- Employees
- 4
- Clients
- 137
- CRD
- 297090
- Ownership
- CULLY, IAN, NMN; CULLY, JOHN, JOSEPH; CULLY, CAITLIN, NMN; CULLY, CAITLIN; CULLY, IAN
How much AUM does Aspire Wealth Architects have?
Aspire Wealth Architects reported $290.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Aspire Wealth Architects?
Disclosed owners and executives of Aspire Wealth Architects include CULLY, IAN, NMN, CULLY, JOHN, JOSEPH, CULLY, CAITLIN, NMN, CULLY, CAITLIN, CULLY, IAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.