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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-06-2020
- Office Locations
- 1
Office Locations
About Aspire Wealth
Aspire Wealth is a Michigan-based fiduciary RIA serving individuals and families nationwide via a holistic planning process and ongoing reviews. The team (CFA and CFP professionals) provides investment management and builds transparent, diversified, tax-aware portfolios using a systematic, emotion-free approach with heavy ETF use. Custody is available at Altruist and Schwab. The firm donates a portion of revenue to charitable causes.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Derek Prusa
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #6101977
- Ownership
- 25% but less than 50%
Andrew Scott VanderSchaaf
Managing Partner
- CRD
- #6763247
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Brian Lee Platte
--
- CRD
- #6637717
Showing 1 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,103,963 | -- |
| Non-Discretionary | $0 | -- |
| Total | $74,103,963 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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