# Aspirean Wealth, LLC

> Aspirean Wealth, LLC is an SEC-registered investment advisory firm in Mill Valley, CA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 29, 2026.

- CRD: 173138
- Filed as: ASPIREAN WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mill Valley, CA
- Filing period: October 2026
- Form ADV filing dated: January 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173138
- AdvisorCensus page: https://advisorcensus.com/firm/aspirean-wealth-llc-mill-valley-ca-173138

## Quick answers

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

**How much does Aspirean Wealth, LLC charge?**
Its Form ADV Part 2A brochure dated January 29, 2026 states: Hourly rate: $450 an hour (financial advisors for standalone financial planning and…); Flat fee: $1,500 to $10,000 (standalone financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Aspirean Wealth, LLC located?**
Aspirean Wealth, LLC's principal office is in Mill Valley, CA, according to its Form ADV; the February 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Aspirean Wealth, LLC registered with the SEC or a state?**
Aspirean Wealth, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 173138.

**How much does Aspirean Wealth, LLC manage?**
Aspirean Wealth, LLC reports $233,159,926 in regulatory assets under management in its Form ADV filing dated January 29, 2026 (88% discretionary).

**How have Aspirean Wealth, LLC's assets and staff changed since 2021?**
In the Form ADV data for Aspirean Wealth, LLC: Regulatory assets under management: $125,284,315 in the October 2021 data and $233,159,926 in the October 2026 data, up 86%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Aspirean Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (90); high net worth individuals (75).

**Which custodians does Aspirean Wealth, LLC use?**
Aspirean Wealth, 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 Aspirean Wealth, 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/173138

**What changed in Aspirean Wealth, LLC's recent Form ADV filings?**
In the February 2026 filing data: Employees performing advisory functions went from 4 to 6. Regulatory assets under management went from $194,802,079 to $233,159,926 (+20%). 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
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 29, 2026)

- Hourly rate: $450 an hour (financial advisors for standalone financial planning and…)

> Our hourly fees are generally $450 for financial advisors and $75 for administrative time.

- Flat fee: $1,500 to $10,000 (standalone financial planning and consulting services)

> Flat fees generally range from $1,500 to $10,000.

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: $233,159,926
- Discretionary: $204,485,587
- Non-discretionary: $28,674,339

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 90 | $40,223,137 |
| High net worth individuals | 75 | $191,285,982 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,176,358 |
| Charitable organizations | Fewer than 5 | $474,449 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IN, MI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- Chesterton, IN
- Saint Joseph, MI

### Websites listed on Form ADV (Item 1.I)
- aspirean.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $125,284,315 | 5 | June 30, 2021 |
| October 2022 | $138,476,035 | 7 | March 22, 2022 |
| October 2023 | $144,984,283 | 5 | September 25, 2023 |
| October 2024 | $158,825,370 | 5 | February 8, 2024 |
| October 2025 | $194,802,079 | 4 | March 27, 2025 |
| October 2026 | $233,159,926 | 6 | January 29, 2026 |

Regulatory assets under management: $125,284,315 in the October 2021 data and $233,159,926 in the October 2026 data, up 86%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Employees performing advisory functions went from 4 to 6.
- Regulatory assets under management went from $194,802,079 to $233,159,926 (+20%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aspirean Wealth, LLC (CRD 173138): Form ADV filing data as of October 2026.