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- Custodian
- Assetmark · Charles Schwab & Company · Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-08-2021
- Office Locations
- 1
Office Locations
About Aspire Growth Partners LLC
Aspire Growth Partners provides personalized, comprehensive financial planning and wealth management, pairing goal-based advice with portfolio construction, asset allocation, and risk-focused portfolio management. The firm serves individuals and families (including pre-retirees/retirees, women investors, physicians, executives, and business owners) and supports organizations such as nonprofits and corporate retirement plans, coordinating closely with specialists. Custody options include Charles Schwab and Raymond James.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
STEVEN S ZANGMEISTER
Chartered Financial Consultant, Managing Member, PRINCIPAL
- CRD
- #1769785
- Ownership
- 75% or more
RICHARD HARRINGTON HARRIS
Chief Compliance Officer
- CRD
- #6131070
- Ownership
- Less than 5%
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Jason Matthew Zangmeister
Financial Advisor
- CRD
- #5046024
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,131,561,813 | $380,357 |
| Non-Discretionary | $55,625,683 | $314,269 |
| Total | $1,187,187,496 | $376,646 |
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Separately Managed Accounts
Total SMA Asset: $1,187,187,496
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,535,941,618 | 41.7% |
| Equity - Exchange | $2,874,542,466 | 33.9% |
| Cash | $2,068,992,217 | 24.4% |
| Total | $8,479,476,301 | 100.0% |