ASPIRE PRIVATE WEALTH COUNSEL, LLC
CRD #282582 SEC #801-127937 KNOXVILLE, TN 865-500-8965
SEC Registered
Total AUM
$74.3M
Discretionary
$74.3M
Employees
5
Clients
26
Accounts
227
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Tennessee
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 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 |
|---|---|---|---|---|
| DORTCH, PHILIP, BRIAN | I | OWNER/CHIEF COMPLIANCE OFFICER/WEALTH ADVISOR/SUCCESS COACH | E | Control |
| DORTCH, PHILIP, BRIAN | I | OWNER/CHIEF COMPLIANCE OFFICER/WEALTH ADVISOR/SUCCESS COACH | E | Control |
| DORTCH, PHILIP, BRIAN | I | OWNER/CHIEF COMPLIANCE OFFICER/WEALTH ADVISOR/SUCCESS COACH | E | Control |
| DORTCH, PHILIP, BRIAN | I | OWNER/CHIEF COMPLIANCE OFFICER/WEALTH ADVISOR/SUCCESS COACH | E | Control |
| DORTCH, PHILIP, BRIAN | I | OWNER/CHIEF COMPLIANCE OFFICER/WEALTH ADVISOR/SUCCESS COACH | E | Control |
| DORTCH, PHILIP, BRIAN | I | OWNER/CHIEF COMPLIANCE OFFICER/WEALTH ADVISOR/SUCCESS COACH | E | Control |
| DORTCH, PHILIP, BRIAN | I | OWNER/CHIEF COMPLIANCE OFFICER/WEALTH ADVISOR/SUCCESS COACH | E | Control |
| DORTCH, PHILIP, BRIAN | I | OWNER/CHIEF COMPLIANCE OFFICER/WEALTH ADVISOR/SUCCESS COACH | E | Control |
| DORTCH, PHILIP, BRIAN | I | OWNER/CHIEF COMPLIANCE OFFICER/WEALTH ADVISOR/SUCCESS COACH | E | Control |
| DORTCH, PHILIP, BRIAN | I | OWNER/CHIEF COMPLIANCE OFFICER/WEALTH ADVISOR/SUCCESS COACH | E | Control |
| DORTCH, PHILIP, BRIAN | I | OWNER/CHIEF COMPLIANCE OFFICER/WEALTH ADVISOR/SUCCESS COACH | E | Control |
| DORTCH, PHILIP, BRIAN | I | OWNER/CHIEF COMPLIANCE OFFICER/WEALTH ADVISOR/SUCCESS COACH | E | Control |
| DORTCH, PHILIP, BRIAN | I | OWNER/CHIEF COMPLIANCE OFFICER/WEALTH ADVISOR/SUCCESS COACH | E | Control |
| DORTCH, PHILIP, BRIAN | I | OWNER/CHIEF COMPLIANCE OFFICER/WEALTH ADVISOR/SUCCESS COACH/MANAGER | E | Control |
| von Geis, Erich, Thomas | I | PORTFOLIO ANALYST/COMPLIANCE OFFICER | B | Control |
| von Geis, Erich, Thomas | I | PORTFOLIO ANALYST/COMPLIANCE OFFICER | B | Control |
| Dortch, Cheryl, Rene | I | CLIENT RELATIONSHIP SPECIALIST | A | |
| Dortch, Cheryl, Rene | I | CLIENT RELATIONSHIP SPECIALIST | A | |
| von Geis, Erich, Thomas | I | PORTFOLIO ANALYST/COMPLIANCE OFFICER | A | |
| von Geis, Erich, Thomas | I | PORTFOLIO ANALYST/COMPLIANCE OFFICER | A | |
| von Geis, Erich, Thomas | I | PORTFOLIO ANALYST/COMPLIANCE OFFICER | A | |
| von Geis, Erich, Thomas | I | PORTFOLIO ANALYST/COMPLIANCE OFFICER | A | |
| von Geis, Erich, Thomas | I | PORTFOLIO ANALYST/COMPLIANCE OFFICER | A | |
| von Geis, Erich, Thomas | I | PORTFOLIO ANALYST/COMPLIANCE OFFICER | A | |
| von Geis, Erich, Thomas | I | PORTFOLIO ANALYST/COMPLIANCE OFFICER | A | |
| von Geis, Erich, Thomas | I | PORTFOLIO ANALYST/COMPLIANCE OFFICER | A | |
| von Geis, Erich, Thomas | I | PORTFOLIO ANALYST/COMPLIANCE OFFICER | A | |
| von Geis, Erich, Thomas | I | PORTFOLIO ANALYST/COMPLIANCE OFFICER | A | |
| von Geis, Erich, Thomas | I | PORTFOLIO ANALYST/COMPLIANCE OFFICER | A |
Registrations
Federal
IA
Aug 18, 2025 REGISTERED
Notice Filings (1)
TN
Address
8351 E. WALKER SPRINGS LN, SUITE 400KNOXVILLE, TN 37923
United States
Phone: 865-500-8965