Aspire Wealth Management
Aspire Wealth Management is an SEC-registered mass-market adviser with $96.6M assets under management (AUM, regulatory AUM), -30% over one year. See who owns Aspire Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311368, data through 2024-05-29.
- AUM (assets under management / regulatory AUM)
- $96.6M (2024-05-29)
- Firm type
- Mass-Market Adviser
- Employees
- 1
- Clients
- 472
- CRD
- 311368
- Ownership
- Schick, Todd, Anthony
How much AUM does Aspire Wealth Management have?
Aspire Wealth Management reported $96.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2024-05-29).
Who owns Aspire Wealth Management?
Disclosed owners and executives of Aspire Wealth Management include Schick, Todd, Anthony. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.