ASPIRE WEALTH MANAGEMENT CORPORATION
CRD #160779 SEC #801-78407 WALTHAM, MA (617) 245-8500
SEC Registered
Total AUM
$379.5M
Discretionary
$375.9M
Employees
4
Clients
51
Accounts
1,175
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| D'AGOSTINO, WILLIAM, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| D'AGOSTINO, WILLIAM, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| D'AGOSTINO, WILLIAM, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| D'AGOSTINO, WILLIAM, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| D'AGOSTINO, WILLIAM, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| D'AGOSTINO, WILLIAM, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| D'AGOSTINO, WILLIAM, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| D'AGOSTINO, WILLIAM, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| D'AGOSTINO, WILLIAM, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| D'AGOSTINO, WILLIAM, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| D'AGOSTINO, WILLIAM, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| D'AGOSTINO, WILLIAM, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| D'AGOSTINO, WILLIAM, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| D'AGOSTINO, WILLIAM, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| D'AGOSTINO, WILLIAM, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| D'AGOSTINO, WILLIAM, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| D'AGOSTINO, WILLIAM, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| D'AGOSTINO, WILLIAM, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| D'AGOSTINO, WILLIAM, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| D'AGOSTINO, WILLIAM, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| D'AGOSTINO, WILLIAM, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KHOZOZIAN, MARK | I | FOUNDER AND CHIEF EXECUTIVE OFFICER | E | Control |
| KHOZOZIAN, MARK | I | FOUNDING MEMBER | E | Control |
| KHOZOZIAN, MARK | I | FOUNDING MEMBER | E | Control |
| KHOZOZIAN, MARK | I | FOUNDING MEMBER | E | Control |
| KHOZOZIAN, MARK | I | FOUNDING MEMBER | E | Control |
| KHOZOZIAN, MARK | I | FOUNDING MEMBER | E | Control |
| KHOZOZIAN, MARK | I | FOUNDER AND CHIEF EXECUTIVE OFFICER | E | Control |
| KHOZOZIAN, MARK | I | FOUNDER AND CHIEF EXECUTIVE OFFICER | E | Control |
| KHOZOZIAN, MARK | I | FOUNDING MEMBER | E | Control |
| KHOZOZIAN, MARK | I | FOUNDER AND CHIEF EXECUTIVE OFFICER | E | Control |
| KHOZOZIAN, MARK | I | FOUNDER AND CHIEF EXECUTIVE OFFICER | E | Control |
| KHOZOZIAN, MARK | I | FOUNDER AND CHIEF EXECUTIVE OFFICER | E | Control |
| KHOZOZIAN, MARK | I | FOUNDER AND CHIEF EXECUTIVE OFFICER | E | Control |
| KHOZOZIAN, MARK | I | FOUNDER AND CHIEF EXECUTIVE OFFICER | E | Control |
| KHOZOZIAN, MARK | I | FOUNDER AND CHIEF EXECUTIVE OFFICER | E | Control |
| KHOZOZIAN, MARK | I | FOUNDER AND CHIEF EXECUTIVE OFFICER | E | Control |
| KHOZOZIAN, MARK | I | FOUNDER AND CHIEF EXECUTIVE OFFICER | E | Control |
| KHOZOZIAN, MARK | I | FOUNDER AND CHIEF EXECUTIVE OFFICER | E | Control |
| KHOZOZIAN, MARK | I | FOUNDER AND CHIEF EXECUTIVE OFFICER | E | Control |
| KHOZOZIAN, MARK | I | FOUNDER AND CHIEF EXECUTIVE OFFICER | E | Control |
| KHOZOZIAN, MARK | I | FOUNDER AND CHIEF EXECUTIVE OFFICER | E | Control |
Registrations
Federal
IA
Mar 28, 2024 REGISTERED
Notice Filings (11)
CA CT FL MA MD ME NC NH NY RI TX
Address
271 WAVERLEY OAKS ROADSUITE 200
WALTHAM, MA 02452
United States
Phone: (617) 245-8500