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Aspirean Wealth, LLC

Aspirean Wealth, LLC. CRD 173138

Aspirean Wealth, LLC logo

CRD: 173138

Aspirean Wealth, LLC

Mill Valley, CA, 94941
8446875342
aspirean.com
$233.2M Total AUM
$204.5M Disc. AUM
17.9% 3Y CAGR
6 Employees
166 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
PrimeGlacier
Established Date
11-03-2014
Office Locations
2

Office Locations

160 Rail Road Suite 4 Chesterton IN
6 Knoll Lane Suite B Mill Valley CA

About Aspirean Wealth, LLC

Aspirean Wealth is a fiduciary financial planning and investment firm serving individuals and families. They design and maintain custom plans with regular check-ins, and build portfolios around evidence-based, peer-reviewed research with a committee-driven investment policy. Clients can align investments with sustainability/impact preferences, and the team coordinates with CPAs and attorneys when needed. Custody includes Charles Schwab.

Team overview

69 AVG AGE
$38.9M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
5.9 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Beacon Wave signal Vital Foundation focus

Client Personas

Glacier

Custodian

Pathway Insight ember Signal quantum Signal Horizon Signal Frontier signal Vertex

Fund Managers

Frontier harbor Beacon eagle

Investment Themes

Peak Insight Harbor delta Bridge Optima ember

Investment Vehicles

Foundation summit Element

Platform

Catalyst bridge

Services

Focus quantum Eagle pioneer Element delta Catalyst vital Radial legacy Unison Meridian delta Capital atlas

Technology

Summit wave Pathway

Owner & Executives

BRADLEY ROBERT ALVAREZ

BRADLEY ROBERT ALVAREZ

Chief Compliance Officer

CRD
#4987816
Ownership
10% but less than 25%
(665) 927-4903
meridian.horizon@glaciercapital.com
in linkedin.com/in/vertex-summit

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Contacts

P

PAUL VICTOR GRACE

Financial Advisor

CRD
#4011326
(545) 500-5616
beacon.ridge@alphacapital.com
in linkedin.com/in/legacy-ridge
M

MARIAN MAY JUNG

Associate

CRD
#1481834
(675) 767-2763
bridge.beacon@summitcapital.com
in linkedin.com/in/fusion-horizon
G

Glacier pioneer

Foundation eagle vital

CRD
#97423
(487) 709-4923
unison.pioneer@glaciercapital.com
in linkedin.com/in/summit-pathway

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-31-2022
09-25-2023
02-08-2024
03-27-2025
01-29-2026
Category Assets AVG. Account size
Discretionary $204,485,587 $548,219
Non-Discretionary $28,674,339 $362,966
Total $233,159,926 $515,841

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Separately Managed Accounts

Total SMA Asset: $233,159,926

$233.2M Total SMA
Public Funds:
5.7%
Equity - Exchange:
7.2%
Cash:
31.4%
U.S. Government/Agency:
31.5%
Municipal Bonds:
24.2%
Asset class Assets Assets %
Public Funds $301,561,026 5.7%
Equity - Exchange $380,919,191 7.2%
Cash $1,661,230,916 31.4%
U.S. Government/Agency $1,666,521,460 31.5%
Municipal Bonds $1,280,311,725 24.2%
Total $5,290,544,318 100.0%

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