# Aspire Wealth

> Aspire Wealth is a state-registered investment advisory firm in Caledonia, MI, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 11, 2026.

- CRD: 307098
- Filed as: ASPIRE WEALTH
- Legal name: Aspire Wealth Advisory, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Caledonia, MI
- Filing period: October 2026
- Form ADV filing dated: August 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/307098
- AdvisorCensus page: https://advisorcensus.com/firm/aspire-wealth-caledonia-mi-307098

## Quick answers

**How is Aspire Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Aspire Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Aspire Wealth located?**
Aspire Wealth's principal office is in Caledonia, MI, according to its Form ADV.

**Is Aspire Wealth registered with the SEC or a state?**
Aspire Wealth is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 307098.

**How much does Aspire Wealth manage?**
Aspire Wealth reports $74,103,963 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (100% discretionary).

**What types of clients does Aspire Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (118); high net worth individuals (22).

**Does Aspire Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/307098

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $74,103,963
- Discretionary: $74,103,963
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 118 | $34,435,501 |
| High net worth individuals | 22 | $39,668,462 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [aspirewealthadvisory.com](https://aspirewealthadvisory.com)
- Facebook @ASPIREWEALTHADVISORY
- Instagram @ASPIREWEALTHADVISORY
- LinkedIn @ASPIREWEALTHADVISORY
- YouTube @aspirewealthadvisory6719

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aspire Wealth (CRD 307098): Form ADV filing data as of October 2026.