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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $379.5M | $375.9M | $3.6M | 4 | 4 |
| Mar 2023 | $320M | $317M | $3M | 4 | 4 |
| Mar 2022 | $356.8M | $353.3M | $3.5M | 4 | 5 |
| Mar 2021 | $283M | $277.6M | $5.4M | 4 | 0 |
| Jun 2020 | $239.6M | $239.6M | $0 | 4 | 0 |
| Mar 2020 | $239.6M | $239.6M | $0 | 4 | 0 |
| Oct 2019 | $190.2M | $188.2M | $1.9M | 4 | 0 |
| Mar 2019 | $190.2M | $188.2M | $1.9M | 4 | 0 |
| Mar 2018 | $193.7M | $191.9M | $1.7M | 4 | 0 |
| Mar 2017 | $159M | $157.7M | $1.3M | 4 | 400 |
| Mar 2016 | $138.9M | $138.9M | $0 | 4 | 400 |
| Jan 2016 | $134.4M | $134.4M | $0 | 4 | 400 |
| Nov 2015 | $134.4M | $134.4M | $0 | 4 | 400 |
| Apr 2015 | $134.4M | $134.4M | $0 | 4 | 400 |
| Mar 2015 | $134.4M | $134.4M | $0 | 4 | 400 |
| Dec 2014 | $104.8M | $104.8M | $0 | 3 | 400 |
| Mar 2014 | $104.8M | $104.8M | $0 | 3 | 400 |
| Mar 2014 | $104.8M | $104.8M | $0 | 3 | 400 |
| Sep 2013 | $104.8M | $104.8M | $0 | 3 | 400 |
| Aug 2013 | $104.8M | $104.8M | $0 | 3 | 400 |
DateMar 2024
Total AUM$379.5M
Discretionary$375.9M
Non-Disc.$3.6M
Employees4
Clients4
DateMar 2023
Total AUM$320M
Discretionary$317M
Non-Disc.$3M
Employees4
Clients4
DateMar 2022
Total AUM$356.8M
Discretionary$353.3M
Non-Disc.$3.5M
Employees4
Clients5
DateMar 2021
Total AUM$283M
Discretionary$277.6M
Non-Disc.$5.4M
Employees4
Clients0
DateJun 2020
Total AUM$239.6M
Discretionary$239.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$239.6M
Discretionary$239.6M
Non-Disc.$0
Employees4
Clients0
DateOct 2019
Total AUM$190.2M
Discretionary$188.2M
Non-Disc.$1.9M
Employees4
Clients0
DateMar 2019
Total AUM$190.2M
Discretionary$188.2M
Non-Disc.$1.9M
Employees4
Clients0
DateMar 2018
Total AUM$193.7M
Discretionary$191.9M
Non-Disc.$1.7M
Employees4
Clients0
DateMar 2017
Total AUM$159M
Discretionary$157.7M
Non-Disc.$1.3M
Employees4
Clients400
DateMar 2016
Total AUM$138.9M
Discretionary$138.9M
Non-Disc.$0
Employees4
Clients400
DateJan 2016
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees4
Clients400
DateNov 2015
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees4
Clients400
DateApr 2015
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees4
Clients400
DateMar 2015
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees4
Clients400
DateDec 2014
Total AUM$104.8M
Discretionary$104.8M
Non-Disc.$0
Employees3
Clients400
DateMar 2014
Total AUM$104.8M
Discretionary$104.8M
Non-Disc.$0
Employees3
Clients400
DateMar 2014
Total AUM$104.8M
Discretionary$104.8M
Non-Disc.$0
Employees3
Clients400
DateSep 2013
Total AUM$104.8M
Discretionary$104.8M
Non-Disc.$0
Employees3
Clients400
DateAug 2013
Total AUM$104.8M
Discretionary$104.8M
Non-Disc.$0
Employees3
Clients400