← Back to searchVisit website
ASPIRE WEALTH
ASPIRE WEALTH ADVISORY, LLC
CRD 307098
5659 N KRAFT LAKE DR, CALEDONIA, MI, 49316, United States
Phone
(616) 828-3803
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$74.1M
Discretionary AUM
$74.1M
Team
5 total employees; 5 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 118 | $34.4M |
| High net worth individuals | 22 | $39.7M |
All web addresses on file
Official SEC filing: View on IAPD