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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Element
- Established Date
- 06-08-2017
- Office Locations
- 1
Office Locations
About Aspire Wealth Advisors, LLC
Aspire Wealth Advisors, LLC is an Oregon state-registered RIA in Bend providing personalized wealth management and financial planning for individuals, families, and small business owners, including support for busy executives and clients navigating divorce or upcoming inheritances. The firm builds dynamic, goal-based investment plans with an emphasis on lower-cost options, with portfolios largely implemented using ETFs, and custody relationships including Charles Schwab.
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Owner & Executives
FARRELL JAMES GRISWOLD
Managing Member, Owner
- CRD
- #5800564
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,731,260 | -- |
| Non-Discretionary | $0 | -- |
| Total | $74,731,260 | -- |
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Separately Managed Accounts
Total SMA Asset: $74,731,260
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,262,160,748 | 31.3% |
| Public Funds | $1,193,608,887 | 29.6% |
| Cash | $1,129,089,487 | 28.0% |
| Equity - OTC | $447,603,333 | 11.1% |
| Total | $4,032,462,455 | 100.0% |