ASPIRE WEALTH ADVISORY GROUP, LLC

Overview

Aspire Wealth Advisory Group, LLC is a small, SEC-registered investment adviser organized as a limited liability company that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm reports a fee model that combines a percentage-of-AUM charge with fixed fees. It is not positioned as a capital allocator and does not identify as an active ESG investor or a pension consultant. The adviser is affiliated with another investment adviser (related adviser) and classifies itself as an “other investment adviser” in its filings. Investment activity is concentrated and straightforward: the firm’s reported asset mix favors pooled public vehicles, with a clear tilt toward mutual funds/public funds as the primary vehicle for client exposure. Custody is concentrated at a single national custodian, which supports a compact operating model and a standard custodial relationship for client securities and cash.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices