$5.0M Total AUM
$5.0M Disc. AUM
-- 3Y CAGR
1 Employees
55 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- EmberEagle
- Established Date
- 04-08-2024
- Office Locations
- 1
Office Locations
-- Loveland CO
About Aspired Wealth
Aspired Wealth is a fiduciary, fee-only advisory firm providing holistic financial planning and investment management for tech professionals and pre-retirees, with particular depth in stock compensation and complex tax strategies around retirement readiness. Services include a flat-fee plan and hourly advice, with transparent pricing and breakpoint tiers for portfolio management; client planning is supported via RightCapital.
Team overview
-- AVG AGE
$5.0M AVG AUM / ADVISOR
$90.7K AVG AUM / CLIENT
2.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Vertex harbor Capital
Client Personas
Focus alpha Insight vector
CRM
Ember pathway
Custodian
Harbor meridian Radial prime Vital Zenith timber Pioneer Radial eagle Frontier meridian Frontier delta
Investment Themes
Quantum vertex Crest legacy Crest horizon Wave Foundation
Investment Vehicles
Vector matrix
Services
Ridge Capital optima Timber horizon Frontier Legacy radial Radial wave Glacier Fusion matrix Beacon value Momentum Foundation foundation Alpha Peak
Technology
Quantum timber Peak capital
Owner & Executives
David Rey Ybarra
Chief Compliance Officer, Managing Member, Owner
- CRD
- #6469419
- Ownership
- 75% or more
(598) 623-9821
beacon.atlas@insightcapital.com
in linkedin.com/in/fusion-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,990,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,990,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,990,000
Public Funds:
47.9% Equity - Exchange:
52.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,243,125,530 | 47.9% |
| Equity - Exchange | $1,352,126,099 | 52.1% |
| Total | $2,595,251,629 | 100.0% |