# Aspire Wealth Architects

> Aspire Wealth Architects is an SEC-registered investment advisory firm in Wexford, PA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 297090
- Filed as: ASPIRE WEALTH ARCHITECTS
- Legal name: Avalon Advisory Group LLC
- Also doing business as: ASPIRE WEALTH ARCHITECTS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wexford, PA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297090
- AdvisorCensus page: https://advisorcensus.com/firm/aspire-wealth-architects-wexford-pa-297090

## Quick answers

**How is Aspire Wealth Architects compensated?**
On its Form ADV (Item 5.E, October 2026), Aspire Wealth Architects reports these compensation arrangements: a percentage of assets under its management.

**How much does Aspire Wealth Architects charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Aspire Wealth Architects located?**
Aspire Wealth Architects' principal office is in Wexford, PA, according to its Form ADV.

**Is Aspire Wealth Architects registered with the SEC or a state?**
Aspire Wealth Architects is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297090.

**How much does Aspire Wealth Architects manage?**
Aspire Wealth Architects reports $290,263,807 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Aspire Wealth Architects' assets and staff changed since 2021?**
In the Form ADV data for Aspire Wealth Architects: Regulatory assets under management: $220,445,997 in the October 2021 data and $290,263,807 in the October 2026 data, up 32%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Aspire Wealth Architects serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (83); high net worth individuals (54).

**Which custodians does Aspire Wealth Architects use?**
Aspire Wealth Architects' 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 Architects 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/297090

**Does Aspire Wealth Architects state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "Aspire does not require an account minimum to engage our services."

**What changed in Aspire Wealth Architects' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $256,740,227 to $290,263,807 (+13%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states)

> Aspire Wealth Architects advisory fees will not exceed 1.25% per annum for advisory relationships with natural persons or non-benefit plan institutional relationships.

- Account minimum: None

> Aspire does not require an account minimum to engage our services.

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: $290,263,807
- Discretionary: $290,263,807
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 83 | $30,171,442 |
| High net worth individuals | 54 | $260,092,365 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, MD, NE, OH, PA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [aspirewealtharchitects.com](https://aspirewealtharchitects.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $220,445,997 | 5 | March 31, 2021 |
| October 2022 | $232,768,061 | 5 | March 31, 2022 |
| October 2023 | $188,513,777 | 5 | March 31, 2023 |
| October 2024 | $227,067,342 | 5 | March 27, 2024 |
| October 2025 | $256,740,227 | 5 | March 28, 2025 |
| October 2026 | $290,263,807 | 4 | March 30, 2026 |

Regulatory assets under management: $220,445,997 in the October 2021 data and $290,263,807 in the October 2026 data, up 32%.
Total employees: 5 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $256,740,227 to $290,263,807 (+13%).
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Employees performing advisory functions went from 4 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aspire Wealth Architects (CRD 297090): Form ADV filing data as of October 2026.