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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- 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.
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Custodian
Investment Themes
Investment Vehicles
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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%
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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