A
CRD: 338618
Aspire Wealth Advisory Group, LLC
NEW York, NY, 10020
2125409490
$6.2M Total AUM
$6.2M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
0 yrs Firm Age
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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-19-2025
- Office Locations
- 1
Office Locations
1 Rockefeller Plaza Floor 23 NEW York NY
About Aspire Wealth Advisory Group, LLC
Aspire Wealth Advisory Group, LLC is a NEW York-based RIA. The firm has been operating for 0 years. Managing $6.2M in total assets under management, with 1 advisory representatives. They custody assets with Assetmark and Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$6.2M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
0.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Signal Unison Momentum
Investment Themes
Catalyst
Investment Vehicles
Value alpha Radial
Services
Frontier pioneer Insight Vertex vital Pioneer focus
Owner & Executives
E
Edward S Karan
Chief Compliance Officer, Managing Member
- CRD
- #3274639
- Ownership
- Less than 5%
(775) 444-7615
delta.vector@northcapital.com
in linkedin.com/in/eagle-radial
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,165,207 | $2,055,069 |
| Non-Discretionary | $0 | -- |
| Total | $6,165,207 | $2,055,069 |
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Separately Managed Accounts
Total SMA Asset: $6,165,207
Public Funds:
34.8% Equity - Exchange:
31.3% Private Funds:
33.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $301,979,206 | 34.8% |
| Equity - Exchange | $271,607,734 | 31.3% |
| Private Funds | $294,169,398 | 33.9% |
| Total | $867,756,338 | 100.0% |