AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / Missouri / Kansas City / Aspyre Wealth Partners

Aspyre Wealth Partners

Overland Park, KSSEC-registered investment adviserCRD 107212

Filed as ASPYRE WEALTH PARTNERS · Legal name Koesten Hirschmann & Crabtree, Inc.

Aspyre Wealth Partners is an SEC-registered investment advisory firm in Overland Park, KS, registered since 2000, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 14, 2026.

26 years
registered since 2000
$668,342,145
assets under management
4 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Aspyre Wealth Partners compensated?

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

Where is Aspyre Wealth Partners located?

Aspyre Wealth Partners' principal office is in Overland Park, KS, according to its Form ADV; the November 2025 filing also lists 1 other office (Schedule D, Section 1.F).

Is Aspyre Wealth Partners registered with the SEC or a state?

Aspyre Wealth Partners is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 107212.

How much does Aspyre Wealth Partners manage?

Aspyre Wealth Partners reports $668,342,145 in regulatory assets under management in its Form ADV filing dated July 14, 2026 (98% discretionary).

How have Aspyre Wealth Partners' assets and staff changed since 2021?

In the Form ADV data for Aspyre Wealth Partners: Regulatory assets under management: $451,607,944 in the October 2021 data and $668,342,145 in the October 2026 data, up 48%. Total employees: 15 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Aspyre Wealth Partners serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (172); high net worth individuals (157).

Which custodians does Aspyre Wealth Partners use?

Aspyre Wealth Partners' 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 Aspyre Wealth Partners 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/107212

What changed in Aspyre Wealth Partners' recent Form ADV filings?

In the March 2026 filing data: Employees performing advisory functions went from 11 to 8. No longer lists an office in Manhattan, KS. Registered or notice-filed in TN.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

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

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated July 14, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$668,342,145

$668,342,145 as of October 2026, filing dated July 14, 2026.

Discretionary: $651,958,712.Non-discretionary: $16,383,433.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 172 Assets $106,660,589 (16%)
High net worth individuals
Clients 157 Assets $559,680,538 (84%)
Charitable organizations
Clients Fewer than 5 Assets $2,001,018 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Registration and firm details

Items 1, 2, 5
Legal name
Koesten Hirschmann & Crabtree, Inc.
Also doing business as
ASPYRE WEALTH PARTNERS
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2000 (26 years)
Employees
Total: 17. Performing investment advisory functions: 8.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

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.

Other offices (Schedule D, Section 1.F)
1 other office, as of the November 2025 filing
Manhattan, KS
States registered or notice-filed
8 states or jurisdictions
AZCAFLKSMONHTNTX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$452M 2021 $517M 2022 $468M 2023 $535M 2024 $669M 2025 $668M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$668,342,14517July 14, 2026
October 2025$669,262,25514July 21, 2025
October 2024$534,833,45314August 16, 2024
October 2023$468,355,30114August 23, 2023
October 2022$516,970,07716May 27, 2022
October 2021$451,607,94415August 18, 2021

Regulatory assets under management: $451,607,944 in the October 2021 data and $668,342,145 in the October 2026 data, up 48%.

Total employees: 15 in October 2021 and 17 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. March 2026
    • Employees performing advisory functions went from 11 to 8.
    • No longer lists an office in Manhattan, KS.
    • Registered or notice-filed in TN.
  2. January 2026
    • No longer registered or notice-filed in OR.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
aspyrewealth.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Aspyre Wealth Partners (CRD 107212): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/aspyre-wealth-partners-overland-park-ks-107212