ASPIRE STRATEGIST PORTFOLIOS LLC

CRD 327902 · SEC 801-128944

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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99 WALL STREET SUITE 1448, NEW YORK, NY, 10005, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$97.3M

Discretionary AUM

$62K

Team

5 total employees; 3 advisory reps; 1 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

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Services

Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
Other investment advisers	1	$62.2M

States served

AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, CT, VT, SD, HI, FL

All web addresses on file

Official SEC filing: View on IAPD