Unclaimed Profile

Meredith Willis Geldhauser

ASPIRATION FUND ADVISER, LLC·MARINA DEL REY, California

Clean recordASPIRATION FUND ADVISER, LLC

4551 GLENCOE AVE, MARINA DEL REY, CA 90292CRD# 5276225Firm CRD# 169854

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Meredith Willis Geldhauser · MARINA DEL REY, CA

Registration

CRD #5276225 · ASPIRATION FUND ADVISER, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

ASPIRATION FUND ADVISER, LLC

AUM

$147M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ASPIRATION FUND ADVISER, LLC →

Services

Portfolio management (pooled investments)

Background

Compensation

Other: PLEASE SEE SCHEDULE D - MISCELLANEOUS.

Regulatory

SEC/IARD CRD# 5276225

Firm CRD# 169854

View on FINRA BrokerCheck →

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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.

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