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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-31-1997
- Office Locations
- 2
Office Locations
About Aspyre Wealth Partners
Aspyre Wealth Partners is a boutique, fee-only fiduciary RIA providing integrated financial planning, investment management, tax preparation, and executive coaching. The firm focuses on executives and others navigating equity awards, benefits, and major life/career transitions, with an emphasis on tax-aware planning and managing concentrated stock exposure. Custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MATTHEW DAVID STARKEY
Chief Executive Officer, President
- CRD
- #3006500
- Ownership
- 50% but less than 75%
LUCAS JAMES BUCL
Chief Investment Officer, Financial Advisor, General Partner
- CRD
- #4552413
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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Connor Brooks Anderson
Lead Financial Advisor
- CRD
- #6395122
JOSLYN R BOYD
Client Service Specialist
- CRD
- #6310863
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $651,958,712 | $432,333 |
| Non-Discretionary | $16,383,433 | $321,244 |
| Total | $668,342,145 | $428,699 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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