Aspired Wealth

Overview

Aspired Wealth is a small, independent registered investment adviser focused on delivering financial planning and discretionary portfolio management for individuals, families and small businesses. The firm runs a fee model that includes a percentage-of-AUM component alongside hourly and fixed-fee engagements, which allows it to serve both one-off planning clients and ongoing advisory relationships. Aspired Wealth’s client mix skews to retail investors but it also lists institutional work; in practice the firm concentrates on straightforward portfolio construction using pooled public investment vehicles rather than heavyweight in-house trading or institutional-capability offerings. Investment activity centers on multi-asset portfolios built primarily with public mutual funds and other pooled vehicles. The firm does not market itself as an active ESG investor. Given the small scale of assets, allocation decisions appear to emphasize access, cost control and simplicity (mutual funds and annuities), with selective use of third-party alternative managers for real estate exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices