Aspire Planning Associates, Inc.
CRD 282179SEC# 801-114918Walnut Creek, CA
No longer SEC-registered. Aspire Planning Associates, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$126.2M
Employees
3
Accounts
366
Location
Walnut Creek, CA
Aspire Planning Associates, Inc. assets under management
Aspire Planning Associates, Inc. is a registered investment adviser overseen by the SEC based in Walnut Creek, CA. It reports $126.2 million in regulatory assets under management and employs 3 people.
Aspire Planning Associates, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Evor Charles Vattuone Control | Managing Partner | 50-75% | 2015 |
| Lloyd Shigeto Yamada Control | Managing Partner/Chief Compliance Officer | 10-25% | 2015 |
Frequently asked questions
How much does Aspire Planning Associates, Inc. manage?
Aspire Planning Associates, Inc. reports $126.2 million in regulatory assets under management on its Form ADV.
How many employees does Aspire Planning Associates, Inc. have?
Aspire Planning Associates, Inc. reports 3 employees.
Where is Aspire Planning Associates, Inc. located?
Aspire Planning Associates, Inc. is based in Walnut Creek, CA.
Does Aspire Planning Associates, Inc. disclose fund performance?
Aspire Planning Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1990 N. California Blvd, 8th Floor, Walnut Creek, CA 94596 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$126.2M▲ 12%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$126.2Mregulatory AUM
Discretionary $126.2M