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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $126.2M | $126.2M | $0 | 3 | 20 |
| Jan 2025 | $112.8M | $112.8M | $0 | 4 | 0 |
| Jul 2024 | $112.8M | $112.8M | $0 | 4 | 0 |
| Mar 2024 | $112.8M | $112.8M | $0 | 4 | 0 |
| Jul 2023 | $116.4M | $116.4M | $0 | 4 | 0 |
| Feb 2023 | $116.4M | $116.4M | $0 | 6 | 0 |
| Feb 2023 | $116.4M | $116.4M | $0 | 6 | 0 |
| Aug 2022 | $125.5M | $125.5M | $0 | 6 | 25 |
| Aug 2022 | $125.5M | $125.5M | $0 | 6 | 25 |
| Jul 2022 | $125.5M | $125.5M | $0 | 6 | 25 |
| Feb 2022 | $125.5M | $125.5M | $0 | 6 | 25 |
| Mar 2021 | $123.4M | $123.4M | $0 | 4 | 25 |
| Jun 2020 | $110.9M | $110.9M | $0 | 5 | 25 |
| May 2020 | $110.9M | $110.9M | $0 | 5 | 25 |
| Mar 2020 | $110.9M | $110.9M | $0 | 5 | 25 |
| Feb 2020 | $110.9M | $110.9M | $0 | 5 | 25 |
| Mar 2019 | $126.9M | $99.9M | $27M | 6 | 25 |
| Mar 2019 | $126.9M | $99.9M | $27M | 5 | 25 |
DateFeb 2025
Total AUM$126.2M
Discretionary$126.2M
Non-Disc.$0
Employees3
Clients20
DateJan 2025
Total AUM$112.8M
Discretionary$112.8M
Non-Disc.$0
Employees4
Clients0
DateJul 2024
Total AUM$112.8M
Discretionary$112.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$112.8M
Discretionary$112.8M
Non-Disc.$0
Employees4
Clients0
DateJul 2023
Total AUM$116.4M
Discretionary$116.4M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$116.4M
Discretionary$116.4M
Non-Disc.$0
Employees6
Clients0
DateFeb 2023
Total AUM$116.4M
Discretionary$116.4M
Non-Disc.$0
Employees6
Clients0
DateAug 2022
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees6
Clients25
DateAug 2022
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees6
Clients25
DateJul 2022
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees6
Clients25
DateFeb 2022
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees6
Clients25
DateMar 2021
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees4
Clients25
DateJun 2020
Total AUM$110.9M
Discretionary$110.9M
Non-Disc.$0
Employees5
Clients25
DateMay 2020
Total AUM$110.9M
Discretionary$110.9M
Non-Disc.$0
Employees5
Clients25
DateMar 2020
Total AUM$110.9M
Discretionary$110.9M
Non-Disc.$0
Employees5
Clients25
DateFeb 2020
Total AUM$110.9M
Discretionary$110.9M
Non-Disc.$0
Employees5
Clients25
DateMar 2019
Total AUM$126.9M
Discretionary$99.9M
Non-Disc.$27M
Employees6
Clients25
DateMar 2019
Total AUM$126.9M
Discretionary$99.9M
Non-Disc.$27M
Employees5
Clients25