# Aspired Wealth

> Aspired Wealth is a state-registered investment advisory firm in Loveland, CO, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 19, 2026.

- CRD: 330891
- Filed as: ASPIRED WEALTH
- Legal name: Aspired Wealth Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Loveland, CO
- Filing period: October 2026
- Form ADV filing dated: January 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330891
- AdvisorCensus page: https://advisorcensus.com/firm/aspired-wealth-loveland-co-330891

## Quick answers

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

**Where is Aspired Wealth located?**
Aspired Wealth's principal office is in Loveland, CO, according to its Form ADV.

**Is Aspired Wealth registered with the SEC or a state?**
Aspired Wealth is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330891.

**How much does Aspired Wealth manage?**
Aspired Wealth reports $4,990,000 in regulatory assets under management in its Form ADV filing dated January 19, 2026 (100% discretionary).

**What types of clients does Aspired Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (52); corporations or other businesses not listed above (2); high net worth individuals (1).

**Does Aspired 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/330891

## 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: $4,990,000
- Discretionary: $4,990,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 52 | $4,638,000 |
| High net worth individuals | 1 | $338,000 |
| Corporations or other businesses not listed above | 2 | $14,000 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- aspiredwealth.com
- Facebook @aspiredwealthplanning
- LinkedIn @aspired-wealth
- X @AspiredWealth
- YouTube @aspiredwealthplanning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aspired Wealth (CRD 330891): Form ADV filing data as of October 2026.