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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-11-2018
- Office Locations
- 1
Office Locations
About Aspire Wealth Architects
Aspire Wealth Architects is a fee-only fiduciary RIA providing goal-based, holistic planning and portfolio management, integrating tax planning, estate planning, insurance, and spend-down strategy. The practice works with individuals and entrepreneurs and builds portfolios using a mix of ETFs, mutual funds, and index/active approaches. Technology and custody support include Orion and Charles Schwab.
Reported data analysis
What the numbers show
Between October 30, 2025 and March 30, 2026, reported AUM increased 13.1%, from $256.7M to $290.3M.
Across 5 reported observations, AUM increased 24.7% between October 5, 2022 and March 30, 2026, from $232.8M to $290.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 138 clients, or 46 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
CAITLIN NMN CULLY
Chief Compliance Officer, Financial Advisor, Partner, PRINCIPAL
- CRD
- #5203006
- Ownership
- 50% but less than 75%
JOHN JOSEPH CULLY
PRINCIPAL
- CRD
- #862124
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $290,263,807 | $635,151 |
| Non-Discretionary | $0 | -- |
| Total | $290,263,807 | $635,151 |
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Separately Managed Accounts
SMA allocation detail is available
Aspire Wealth Architects has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Aspire Wealth Architects's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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