RIA Intel›Advisers›Colorado›ASPIRED WEALTH PLANNING LLC

ASPIRED WEALTH PLANNING LLC

Advisory

Data as of Jan 19, 2026 · Source: SEC Form ADV

Average account

$54K

across 93 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 19, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients55

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, TX, WA

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

55 clients

1 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 CO

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

CARRIERE FINANCIAL PLANNING LLC

$5M

LYBIS INVESTING LLC

$5M

WOODBOURNE INVESTMENT MANAGEMENT LLC

BOULDER, CO

$5M

-95.3% 1Y

EVES&HAINES WEALTH MANAGEMENT, INC.

GREELEY, CO

$5M

HERITAGE PLANNING & INVESTING SERVICES, LLC

$5M

VSI CAPITAL GROUP, LLC

$5M

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