Aspirean Wealth, LLC
● SEC registered since 2021CRD 173138SEC# 801-121642Mill Valley, CA
Reg. AUM
$233.2M
Employees
6
Accounts
452
Location
Mill Valley, CA
Aspirean Wealth, LLC assets under management
Aspirean Wealth, LLC operates as an SEC-registered investment adviser based in Mill Valley, CA. The firm has been registered since 2021. It reports $233.2 million in regulatory assets under management and employs 6 people.
Aspirean Wealth, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Robert Alvarez | Chief Compliance Officer | 10-25% | 2021 |
| Legacy Advisors Agency LLC Control | Holding Company | Over 75% | 2021 |
| Christopher Michael Winkler Control | Principal | — | 2021 |
Frequently asked questions
How much does Aspirean Wealth, LLC manage?
Aspirean Wealth, LLC reports $233.2 million in regulatory assets under management on its Form ADV.
How many employees does Aspirean Wealth, LLC have?
Aspirean Wealth, LLC reports 6 employees.
Where is Aspirean Wealth, LLC located?
Aspirean Wealth, LLC is based in Mill Valley, CA and has been SEC-registered since 2021.
Does Aspirean Wealth, LLC disclose fund performance?
Aspirean Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6 Knoll Lane, Suite B, Mill Valley, CA 94941 |
| Phone | (844) 687-5342 |
| Fax | (844)-687-5342 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$233.2M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$233.2Mregulatory AUM
Discretionary $204.5MNon-discretionary $28.7M