# Aspire Wealth Management

> 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.

- CRD: 311368
- Filed as: ASPIRE WEALTH MANAGEMENT
- Legal name: Aspire Wealth Management, LLC
- Also doing business as: ASPIRE WEALTH MANAGEMENT, ASPIRE WEALTH MANAGEMENT & TAX CENTER
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: May 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311368
- AdvisorCensus page: https://advisorcensus.com/firm/aspire-wealth-management-overland-park-ks-311368

## Quick answers

**How is Aspire Wealth Management compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Aspire Wealth Management located?**
Aspire Wealth Management's principal office is in Overland Park, KS, according to its Form ADV.

**Is Aspire Wealth Management registered with the SEC or a state?**
Aspire Wealth Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 311368.

**How much does Aspire Wealth Management manage?**
Aspire Wealth Management reports $51,439,287 in regulatory assets under management in its Form ADV filing dated May 26, 2026 (100% discretionary).

**How have Aspire Wealth Management's assets and staff changed since 2022?**
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.

**What types of clients does Aspire Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (289); high net worth individuals (13).

**Does Aspire Wealth Management 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/311368

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $51,439,287
- Discretionary: $51,439,287
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 289 | $40,857,373 |
| High net worth individuals | 13 | $10,581,914 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 12 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- aspirewealthmgt.com
- LinkedIn @aspire-wealth-mgt
- LinkedIn @todd-schick-cfp®-clu®-chfc®-4050b414

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $108,430,500 | 6 | April 13, 2022 |
| October 2023 | $138,400,000 | 6 | May 10, 2023 |
| October 2026 | $51,439,287 | 12 | May 26, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aspire Wealth Management (CRD 311368): Form ADV filing data as of October 2026.