RIA Intel›Advisers›Michigan›ASPIRE WEALTH ADVISORY, LLC

ASPIRE WEALTH ADVISORY, LLC

Advisory

CALEDONIA, MI

Data as of Aug 11, 2026 · Source: SEC Form ADV

Rank in MI

#444

of 521 advisers by AUM

Average account

$155K

across 478 accounts

AUM per adviser

$15M

5 advisers

Source: SEC Form ADV. Figures as filed Aug 11, 2026.

Total AUM

$74M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$74M

Discretionary AUM$74M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients140

Team

Total Employees5

Investment Advisers5

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI

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

140 clients

22 high-net-worth

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

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

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