ASPIRE PLANNING ASSOCIATES, INC.
CRD #282179 SEC #801-114918 WALNUT CREEK, CA 925-938-2023
SEC Registered
Total AUM
$126.2M
Discretionary
$126.2M
Employees
3
Clients
51
Accounts
366
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 18, 2025
- 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 |
|---|---|---|---|---|
| VATTUONE, EVOR, CHARLES | I | MANAGING PARTNER | D | Control |
| VATTUONE, EVOR, CHARLES | I | MANAGING PARTNER | D | Control |
| VATTUONE, EVOR, CHARLES | I | MANAGING PARTNER | D | Control |
| VATTUONE, EVOR, CHARLES | I | MANAGING PARTNER | D | Control |
| VATTUONE, EVOR, CHARLES | I | MANAGING PARTNER | D | Control |
| VATTUONE, EVOR, CHARLES | I | PRESIDENT | C | Control |
| VATTUONE, EVOR, CHARLES | I | PRESIDENT | C | Control |
| VATTUONE, EVOR, CHARLES | I | PRESIDENT | C | Control |
| VATTUONE, EVOR, CHARLES | I | PRESIDENT | C | Control |
| VATTUONE, EVOR, CHARLES | I | PRESIDENT | C | Control |
| VATTUONE, EVOR, CHARLES | I | PRESIDENT | C | Control |
| VATTUONE, EVOR, CHARLES | I | PRESIDENT | C | Control |
| VATTUONE, EVOR, CHARLES | I | PRESIDENT | C | Control |
| VATTUONE, EVOR, CHARLES | I | PRESIDENT | C | Control |
| VATTUONE, EVOR, CHARLES | I | MANAGING PARTNER | C | Control |
| VATTUONE, EVOR, CHARLES | I | MANAGING PARTNER | C | Control |
| VATTUONE, EVOR, CHARLES | I | MANAGING PARTNER | C | Control |
| VATTUONE, EVOR, CHARLES | I | MANAGING PARTNER | C | Control |
| VATTUONE, EVOR, CHARLES | I | MANAGING PARTNER | C | Control |
| YAMADA, LLOYD, SHIGETO | I | CHIEF EXECUTIVE OFFICER & CHIEF FINANCIAL OFFICER | C | Control |
| YAMADA, LLOYD, SHIGETO | I | CHIEF EXECUTIVE OFFICER & CHIEF FINANCIAL OFFICER | C | Control |
| YAMADA, LLOYD, SHIGETO | I | CHIEF EXECUTIVE OFFICER & CHIEF FINANCIAL OFFICER | C | Control |
| YAMADA, LLOYD, SHIGETO | I | CHIEF EXECUTIVE OFFICER & CHIEF FINANCIAL OFFICER | C | Control |
| YAMADA, LLOYD, SHIGETO | I | CHIEF EXECUTIVE OFFICER & CHIEF FINANCIAL OFFICER | C | Control |
| YAMADA, LLOYD, SHIGETO | I | CHIEF EXECUTIVE OFFICER & CHIEF FINANCIAL OFFICER | C | Control |
| YAMADA, LLOYD, SHIGETO | I | CHIEF EXECUTIVE OFFICER & CHIEF FINANCIAL OFFICER | C | Control |
| YAMADA, LLOYD, SHIGETO | I | CHIEF EXECUTIVE OFFICER & CHIEF FINANCIAL OFFICER | C | Control |
| YAMADA, LLOYD, SHIGETO | I | CHIEF EXECUTIVE OFFICER & CHIEF FINANCIAL OFFICER | C | Control |
| YAMADA, LLOYD, SHIGETO | I | MANAGING PARTNER | C | Control |
| YAMADA, LLOYD, SHIGETO | I | MANAGING PARTNER | C | Control |
| YAMADA, LLOYD, SHIGETO | I | MANAGING PARTNER | C | Control |
| YAMADA, LLOYD, SHIGETO | I | MANAGING PARTNER | C | Control |
| YAMADA, LLOYD, SHIGETO | I | MANAGING PARTNER | C | Control |
| MA, MIRA, MARY | I | VICE-PRESIDENT - CHIEF COMPLIANCE OFFICER | B | |
| MA, MIRA, MARY | I | VICE-PRESIDENT - CHIEF COMPLIANCE OFFICER | B | |
| MA, MIRA, MARY | I | VICE-PRESIDENT - CHIEF COMPLIANCE OFFICER | B | |
| MA, MIRA, MARY | I | VICE-PRESIDENT - CHIEF COMPLIANCE OFFICER | B | |
| MA, MIRA, MARY | I | VICE-PRESIDENT - CHIEF COMPLIANCE OFFICER | B | |
| MA, MIRA, MARY | I | VICE-PRESIDENT - CHIEF COMPLIANCE OFFICER | B | |
| MA, MIRA, MARY | I | VICE-PRESIDENT - CHIEF COMPLIANCE OFFICER | B | |
| MA, MIRA, MARY | I | VICE-PRESIDENT - CHIEF COMPLIANCE OFFICER | B | |
| MA, MIRA, MARY | I | VICE-PRESIDENT - CHIEF COMPLIANCE OFFICER | B | |
| MA, MIRA, MARY | I | MANAGING PARTNER - CHIEF COMPLIANCE OFFICER | B | |
| MA, MIRA, MARY | I | MANAGING PARTNER - CHIEF COMPLIANCE OFFICER | B | |
| MA, MIRA, MARY | I | MANAGING PARTNER - CHIEF COMPLIANCE OFFICER | B | |
| MA, MIRA, MARY | I | MANAGING PARTNER - CHIEF COMPLIANCE OFFICER | B | |
| MA, MIRA, MARY | I | MANAGING PARTNER - CHIEF COMPLIANCE OFFICER | B | |
| ROLAND, JOHNNY, TETSURO | I | VICE-PRESIDENT | B | |
| ROLAND, JOHNNY, TETSURO | I | VICE-PRESIDENT | B | |
| ROLAND, JOHNNY, TETSURO | I | VICE-PRESIDENT | B | |
| YAMADA, LLOYD, SHIGETO | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| YAMADA, LLOYD, SHIGETO | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| YAMADA, LLOYD, SHIGETO | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| YAMADA, LLOYD, SHIGETO | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| YAMADA, LLOYD, SHIGETO | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Feb 18, 2025 REGISTERED
Notice Filings (3)
CA LA TX
Address
1990 N. CALIFORNIA BLVD8TH FLOOR
WALNUT CREEK, CA 94596
United States
Phone: 925-938-2023