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- Custodian
- Assetmark · Charles Schwab & Company · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- ZenithVertex atlas
- Established Date
- 05-26-2016
- Office Locations
- 1
Office Locations
About Aspire Private Wealth Counsel, LLC
Aspire Private Wealth Counsel is a Knoxville, TN wealth management and planning firm focused on aligning client values and goals to a clear financial roadmap. The team provides foundation planning, long-term diversified investment strategy (not market timing), and ongoing coordinated guidance across tax, legal, and insurance relationships, with transparent progress reporting. Public filings indicate use of ETFs and mutual funds and custody relationships including Schwab; the firm is BrokerCheck-listed.
Team overview
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Asset Classes
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Platform
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Technology
Owner & Executives
PHILIP BRIAN DORTCH
Chief Compliance Officer, Manager, Owner, Principal, WEALTH ADVISOR
- CRD
- #2963881
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Erich Thomas von Geis
--
- CRD
- #7706056
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $78,990,176 | $327,187 |
| Non-Discretionary | $0 | -- |
| Total | $78,990,176 | $327,187 |
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Separately Managed Accounts
Total SMA Asset: $78,990,176
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $187,485,721 | 11.0% |
| Equity - Exchange | $434,625,990 | 25.5% |
| Cash | $240,322,606 | 14.1% |
| Private Funds | $841,981,329 | 49.4% |
| Total | $1,704,415,646 | 100.0% |