AdvisorOS Directory
Claim Profile
MG

Meredith Willis Geldhauser

ASPIRATION FUND ADVISER, LLC·MARINA DEL REY, California
Unclaimed Profile
4551 GLENCOE AVE, MARINA DEL REY, CA 90292CRD# 5276225Firm CRD# 169854
01

About

Meredith Willis Geldhauser is a registered financial advisor based in MARINA DEL REY, California, affiliated with ASPIRATION FUND ADVISER, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Institutional Investors
03

Firm Overview

Firm
ASPIRATION FUND ADVISER, LLC
ASPIRATION FUND ADVISER, LLC
AUM
$147M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ASPIRATION FUND ADVISER, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Other: PLEASE SEE SCHEDULE D - MISCELLANEOUS.
Regulatory
SEC/IARD CRD# 5276225
Firm CRD# 169854
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MARINA DEL REY?

Browse all registered financial advisors in MARINA DEL REY, California or claim this profile if it's yours.

Browse MARINA DEL REY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Meredith Willis Geldhauser offer?
Meredith Willis Geldhauser specializes in Investment Management. Contact their office in MARINA DEL REY, California for a consultation.
What are Meredith Willis Geldhauser's credentials?
Meredith Willis Geldhauser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Meredith Willis Geldhauser located?
Meredith Willis Geldhauser is based in MARINA DEL REY, California, working with ASPIRATION FUND ADVISER, LLC. Their office serves clients in the MARINA DEL REY metropolitan area and surrounding communities.
How does Meredith Willis Geldhauser charge for services?
Meredith Willis Geldhauser's firm is compensated through other: please see schedule d - miscellaneous.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASPIRATION FUND ADVISER, LLC?
ASPIRATION FUND ADVISER, LLC has approximately 5 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MARINA DEL REY
Brant Jackson Griffin — NORTH PIER FIDUCIARY MANAGEMENT, LLCJames Ira Scheinberg — NORTH PIER FIDUCIARY MANAGEMENT, LLCStephen Lane Nesbitt — CLIFFWATER LLCGuy William Keefer — KEEFER PENSION CONSULTING, INC.Ifat (nmn) Eliaz — APERIMUS CAPITAL, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile