Aspyre Wealth Partners
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 107212
- Registered since
- September 26, 2000
- Website
- aspyrewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI83.74%
- Individuals15.96%
- Charitable Organizations0.3%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Aspyre Wealth Partners is an independent registered investment adviser serving individual and family clients. The firm is registered with the SEC (registered in 2000) and is organized as a corporation owned by an individual. Its advisory scope centers on financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars and workshops. Aspyre also lists accounting among its business activities. Fee arrangements are varied and include a percentage-of-AUM component plus hourly, fixed-fee, and other billing options. The firm does not identify as an active ESG investor and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds90%
- State & Local Bonds5%
- Exchange Traded Equities2%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$229M in ETFs
97%
$223M
2%
$6.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF (FNDX) | Schwab | Passive | Large Value | $52.3M | 1,663,473 | 22.82% |
Location
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 10851 Mastin St
- Time zone
- CT (UTC-6)
- Office locations
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