# Aspire Wealth Advisory Group, LLC

> Aspire Wealth Advisory Group, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 338618
- Filed as: ASPIRE WEALTH ADVISORY GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338618
- AdvisorCensus page: https://advisorcensus.com/firm/aspire-wealth-advisory-group-llc-new-york-ny-338618

## Quick answers

**How is Aspire Wealth Advisory Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Aspire Wealth Advisory Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Aspire Wealth Advisory Group, LLC charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Aspire Wealth Advisory Group, LLC located?**
Aspire Wealth Advisory Group, LLC's principal office is in New York, NY, according to its Form ADV.

**Is Aspire Wealth Advisory Group, LLC registered with the SEC or a state?**
Aspire Wealth Advisory Group, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338618.

**How much does Aspire Wealth Advisory Group, LLC manage?**
Aspire Wealth Advisory Group, LLC reports $6,165,207 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**Which custodians does Aspire Wealth Advisory Group, LLC use?**
Aspire Wealth Advisory Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Aspire Wealth Advisory Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/338618

**What changed in Aspire Wealth Advisory Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $0 to $6,165,207.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)

> The Registrant’s investment advisory fee shall generally range between 0.50% and 1.50% of the client’s assets under management.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $6,165,207
- Discretionary: $6,165,207
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $336,133 |
| High net worth individuals | Fewer than 5 | $5,829,074 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $0 to $6,165,207.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aspire Wealth Advisory Group, LLC (CRD 338618): Form ADV filing data as of October 2026.