Aspire Wealth Architects
Firm details
- Headquarters
- Wexford, Pennsylvania
- CRD number
- 297090
- Registered since
- June 11, 2018
- Website
- aspirewealtharchitects.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.61%
- Individuals10.39%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Aspire Wealth Architects is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm is SEC-registered (registration year 2018) and serves primarily individual and family clients. Its advisory practice centers on financial planning and portfolio management for individuals and small businesses, and it charges clients on a percentage-of-assets-under-management basis. The firm does not identify as an active ESG investor and is not classified as a capital allocator.
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
- Public Funds/Mutual Funds97%
- Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Contacts
3 of 4
Walter Laub
Director of PlanningCRD 5833527
Caitlin Cully
Financial Advisor & PartnerCRD 5203006
John Cully
Partner, Financial AdvisorCRD 862124
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$264M in ETFs
100%
$264M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $139M | 371,156 | 52.55% |
Location
Wexford, PA
Allegheny
Location
Wexford, PA
Headquartered in Wexford, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 150 N Meadows Dr
- Time zone
- ET (UTC-5)
- Office locations
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