RIA Intel›Advisers›Oregon›ASPIRE WEALTH ADVISORS, LLC

ASPIRE WEALTH ADVISORS, LLC

Advisory

OR

Data as of Mar 7, 2026 · Source: SEC Form ADV

Rank in OR

#261

of 305 advisers by AUM

Average account

$821K

across 91 accounts

AUM per adviser

$75M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 7, 2026.

Total AUM

$75M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$75M

Discretionary AUM$75M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients91

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, OR

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

91 clients

33 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

$75M

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BANE BARHAM & HOLLOWAY ASSETS MANAGEMENT INC

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SHERMAN INVESTMENT ADVISORS LLC

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$77M

DOBSON ASSET MANAGEMENT LLC

$72M

PILOT WEALTH MANAGEMENT, INC.

$71M

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