ASPIREAN WEALTH, LLC
CRD #173138 SEC #801-121642 MILL VALLEY, CA (844) 687-5342
SEC Registered
Total AUM
$194.8M
Discretionary
$133.5M
Employees
4
Clients
10
Accounts
447
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $194.8M | $133.5M | $61.3M | 4 | 3 |
| Feb 2024 | $158.8M | $82.4M | $76.4M | 5 | 1 |
| Sep 2023 | $145M | $64.3M | $80.6M | 5 | 4 |
| Apr 2023 | $145M | $64.3M | $80.6M | 5 | 4 |
| Mar 2023 | $145M | $64.3M | $80.6M | 5 | 4 |
| Oct 2022 | $138.5M | $49.2M | $89.2M | 7 | 0 |
| Oct 2022 | $138.5M | $49.2M | $89.2M | 7 | 0 |
| Mar 2022 | $138.5M | $49.2M | $89.2M | 7 | 0 |
| Jul 2021 | $125.3M | $45.4M | $79.9M | 5 | 0 |
| Jun 2021 | $128.1M | $49M | $79.1M | 5 | 0 |
| May 2021 | $128.1M | $49M | $79.1M | 5 | 0 |
DateMar 2025
Total AUM$194.8M
Discretionary$133.5M
Non-Disc.$61.3M
Employees4
Clients3
DateFeb 2024
Total AUM$158.8M
Discretionary$82.4M
Non-Disc.$76.4M
Employees5
Clients1
DateSep 2023
Total AUM$145M
Discretionary$64.3M
Non-Disc.$80.6M
Employees5
Clients4
DateApr 2023
Total AUM$145M
Discretionary$64.3M
Non-Disc.$80.6M
Employees5
Clients4
DateMar 2023
Total AUM$145M
Discretionary$64.3M
Non-Disc.$80.6M
Employees5
Clients4
DateOct 2022
Total AUM$138.5M
Discretionary$49.2M
Non-Disc.$89.2M
Employees7
Clients0
DateOct 2022
Total AUM$138.5M
Discretionary$49.2M
Non-Disc.$89.2M
Employees7
Clients0
DateMar 2022
Total AUM$138.5M
Discretionary$49.2M
Non-Disc.$89.2M
Employees7
Clients0
DateJul 2021
Total AUM$125.3M
Discretionary$45.4M
Non-Disc.$79.9M
Employees5
Clients0
DateJun 2021
Total AUM$128.1M
Discretionary$49M
Non-Disc.$79.1M
Employees5
Clients0
DateMay 2021
Total AUM$128.1M
Discretionary$49M
Non-Disc.$79.1M
Employees5
Clients0