Aspire Wealth
Firm details
- Headquarters
- Caledonia, Michigan
- CRD number
- 307098
- Website
- aspirewealthadvisory.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI53.53%
- Individuals46.47%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Aspire Wealth is an independent registered investment advisor organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. It also operates as an insurance broker. Aspire Wealth charges for advice through a mix of percentage-of-assets, hourly, and fixed fees. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
3 of 5
Andrew VanderSchaaf
Co-FounderCRD 6763247
Derek Prusa
Managing PartnerCRD 6101977
Benjamin Webster
Co-FounderCRD 6476609
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Caledonia, MI
Kent
Location
Caledonia, MI
Headquartered in Caledonia, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- Kent
- Address
- 5659 N Kraft Lk Se
- Time zone
- ET (UTC-5)
- Office locations
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