RIA Intel›Advisers›Kansas›ASPIRE WEALTH MANAGEMENT, LLC

ASPIRE WEALTH MANAGEMENT, LLC

Advisory

N·OVERLAND PARK, KS

Data as of May 29, 2024 · Source: SEC Form ADV

Total AUM

$97M

1-Year AUM Growth

-30.2%

3-Year CAGR

-11.7%

Employees

1

Assets Under Management

Total AUM$97M

Discretionary AUM$86M

Non-Discretionary AUM$11M

Discretionary %88.6%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record14

First FilingApr 13, 2022

Latest FilingMay 29, 2024

🔒 Full AUM trend chart and 14 historical filings spanning 2+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ASPIRE WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.