CRD: 311368
Aspire Wealth Management
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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-02-2021
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between December 20, 2023 and May 29, 2024, reported AUM increased 7.6%, from $89.8M to $96.6M.
Across 3 reported observations, AUM decreased 10.9% between April 13, 2022 and May 29, 2024, from $108.4M to $96.6M.
Of the latest reported AUM, 88.6% is discretionary and 11.4% is non-discretionary.
The firm reports 3 advisory representatives and 302 clients, or 100.7 clients per representative. That equates to $170.3K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on May 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
Todd Anthony Schick
Chief Compliance Officer, Managing Member
- CRD
- #4555540
- Ownership
- 75% or more
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Aspire Wealth Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2024
Review the latest reported holdings
Aspire Wealth Management's 13F holdings detail is available for Q3 2024, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.