{
  "crd_number": 311368,
  "slug": "aspire-wealth-management-overland-park-ks-311368",
  "primary_business_name": "ASPIRE WEALTH MANAGEMENT",
  "legal_name": "ASPIRE WEALTH MANAGEMENT, LLC",
  "dbas": [
    "ASPIRE WEALTH MANAGEMENT",
    "ASPIRE WEALTH MANAGEMENT & TAX CENTER"
  ],
  "city": "Overland Park",
  "state": "KS",
  "country": "United States",
  "cbsa_code": "28140",
  "metro": {
    "cbsa_code": "28140",
    "common_name": "Kansas City",
    "msa_name": "Kansas City, MO-KS",
    "path": "/advisors/mo/kansas-city"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2024-05-30",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-05-26",
  "carried_forward": false,
  "raum_total": 51439287.0,
  "raum_discretionary": 51439287.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 12,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 40857373.0,
      "count": 289
    },
    "high_net_worth_individuals": {
      "raum": 10581914.0,
      "count": 13
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "KS",
    "MO"
  ],
  "websites": [
    "https://aspirewealthmgt.com",
    "https://linkedin.com/company/aspire-wealth-mgt",
    "https://linkedin.com/in/todd-schick-cfp%C2%AE-clu%C2%AE-chfc%C2%AE-4050b414"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311368",
  "city_as_filed": "OVERLAND PARK",
  "url": "https://advisorcensus.com/firm/aspire-wealth-management-overland-park-ks-311368",
  "display_name": "Aspire Wealth Management",
  "summary": "Aspire Wealth Management is a state-registered investment advisory firm in Overland Park, KS, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 26, 2026.",
  "citation": "AdvisorCensus. Aspire Wealth Management (CRD 311368): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Aspire Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Aspire Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Aspire Wealth Management located?",
      "a": "Aspire Wealth Management's principal office is in Overland Park, KS, according to its Form ADV."
    },
    {
      "q": "Is Aspire Wealth Management registered with the SEC or a state?",
      "a": "Aspire Wealth Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 311368."
    },
    {
      "q": "How much does Aspire Wealth Management manage?",
      "a": "Aspire Wealth Management reports $51,439,287 in regulatory assets under management in its Form ADV filing dated May 26, 2026 (100% discretionary)."
    },
    {
      "q": "How have Aspire Wealth Management's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Aspire Wealth Management: Regulatory assets under management: $108,430,500 in the October 2022 data and $51,439,287 in the October 2026 data, down 53%. Total employees: 6 in October 2022 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Aspire Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (289); high net worth individuals (13)."
    },
    {
      "q": "Does Aspire Wealth Management report any disciplinary disclosures?",
      "a": "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/311368"
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 108430500.0,
      "total_employees": 6,
      "filing_date": "2022-04-13"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 138400000.0,
      "total_employees": 6,
      "filing_date": "2023-05-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 51439287.0,
      "total_employees": 12,
      "filing_date": "2026-05-26"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/aspire-wealth-management-overland-park-ks-311368.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 289,
      "fewer_than_5": false,
      "raum": 40857373.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 13,
      "fewer_than_5": false,
      "raum": 10581914.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311368",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}