$51.4M Total AUM
$51.4M Disc. AUM
-- 3Y CAGR
12 Employees
302 ADV. Clients
5 yrs Firm Age
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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Focus alpha
- Established Date
- 01-02-2021
- Office Locations
- 1
Office Locations
7400 W. 130th Street Suite 140 Overland Park KS
About Aspire Wealth Management
Aspire Wealth Management & Tax Center is a fiduciary RIA serving retirees, business owners, and families nationwide from the Kansas City area. The firm delivers holistic financial planning and investment management alongside tax services, plus insurance, Social Security reviews, and retirement/401(k) rollover guidance. Portfolios emphasize ETF-based asset allocation and risk management, with client access through Schwab and AssetMark.
Team overview
-- AVG AGE
$17.1M AVG AUM / ADVISOR
$170.3K AVG AUM / CLIENT
5.4 yrs AVG TENURE
12 Employees
3 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Client Personas
Capital Pioneer Vital
CRM
Wave glacier
Custodian
Frontier Vital momentum Quantum North legacy Capital Insight
Investment Themes
Frontier zenith Harbor Optima
Investment Vehicles
Atlas Glacier peak
Platform
Value Legacy Matrix matrix
Services
Summit Oak Zenith Legacy Element focus Crest ember Foundation Fusion prime Peak peak Vertex optima Delta bridge
Technology
Prime
Owner & Executives
Todd Anthony Schick
Chief Compliance Officer, Managing Member
- CRD
- #4555540
- Ownership
- 75% or more
(410) 232-9637
focus.summit@vectorcapital.com
in linkedin.com/in/horizon-radial
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,439,287 | $100,357 |
| Non-Discretionary | $0 | $25,817 |
| Total | $51,439,287 | $75,569 |
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Separately Managed Accounts
Total SMA Asset: $51,439,287
Equity - Exchange:
27.4% Corporate - Investment Grade:
28.6% U.S. Government/Agency:
18.5% Cash:
25.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $810,564,198 | 27.4% |
| Corporate - Investment Grade | $846,063,360 | 28.6% |
| U.S. Government/Agency | $547,278,747 | 18.5% |
| Cash | $754,357,192 | 25.5% |
| Total | $2,958,263,497 | 100.0% |
13F Holdings | Q3 2024
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE OPTIMA | VALUE FOUNDATION | 8J3NABSYG | JDE | 8.61% | $41,148,590 |
| FOCUS EAGLE | OPTIMA SUMMIT | EQS68U8MH | QKHP | 3.21% | $93,777,718 |
| SIGNAL OPTIMA | PRIME VECTOR | A5TTIQMFW | FZE | 9.14% | $64,384,812 |
| QUANTUM MOMENTUM CAPITAL | RIDGE MOMENTUM | F21MVWAEY | IWEQJ | 8.95% | $22,279,377 |
| ELEMENT PIONEER | EMBER VITAL | NJXNAJ8DH | EZDEK | 8.40% | $62,230,241 |
| VITAL TIMBER | MOMENTUM VECTOR | 5RQMQHBL1 | TEQ | 6.61% | $7,418,205 |
| INSIGHT CAPITAL VALUE | PRIME ZENITH | 4C7EAQV5L | EDHP | 11.21% | $54,629,814 |
| ELEMENT OAK VALUE | ATLAS CATALYST | DZBPYDJMV | UFA | 5.83% | $89,161,989 |