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Aspire Wealth Advisory Group, LLC

● SEC registered since 2025CRD 338618SEC# 801-134595New York, NY
Export (members)
Reg. AUM
$6.2M
Employees
1
Accounts
3
Location
New York, NY

Aspire Wealth Advisory Group, LLC assets under management

Aspire Wealth Advisory Group, LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2025. It reports $6.2 million in regulatory assets under management and employs 1 people.

Aspire Wealth Advisory Group, LLC owners & executives

6 reported
NameTitleOwnershipSince
Aigh II, LLC ControlMemberOver 75%2025
Cornucopia Enterprises, LLC ControlMember10-25%2025
Edward S Karan ControlChief Compliance Officer And Managing MemberUnder 5%2025
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Frequently asked questions

How much does Aspire Wealth Advisory Group, LLC manage?

Aspire Wealth Advisory Group, LLC reports $6.2 million in regulatory assets under management on its Form ADV.

How many employees does Aspire Wealth Advisory Group, LLC have?

Aspire Wealth Advisory Group, LLC reports 1 employees.

Where is Aspire Wealth Advisory Group, LLC located?

Aspire Wealth Advisory Group, LLC is based in New York, NY and has been SEC-registered since 2025.

Does Aspire Wealth Advisory Group, LLC disclose fund performance?

Aspire Wealth Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1 Rockefeller Plaza, Floor 23, New York, NY 10020
Phone212-540-9490
Office hours9:00 a.m.-5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$6.2MNo change
Mar '26 — $6.2MApr '26 — $6.2MMay '26 — $6.2MJun '26 — $6.2M
Mar '26Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$6.2Mregulatory AUM
Discretionary $6.2M