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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between October 16, 2025 and July 14, 2026, reported AUM decreased 0.1%, from $669.3M to $668.3M.
Across 5 reported observations, AUM increased 29.3% between October 25, 2022 and July 14, 2026, from $517.0M to $668.3M.
Of the latest reported AUM, 97.5% is discretionary and 2.5% is non-discretionary.
The firm reports 8 advisory representatives and 387 clients, or 48.4 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 2 reported office locations and 29 years in operation. The source data was last updated on July 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Aspyre Wealth Partners record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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 9 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
SMA allocation detail is available
Aspyre Wealth Partners has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Aspyre Wealth Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.