Unclaimed Profile

Meredith Willis Geldhauser

ASPIRATION FUND ADVISER, LLC·MARINA DEL REY, California

SIE, Series 7, Series 24, Series 63, Series 65, Series 99TOClean record17 years registeredASPIRATION 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 · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ASPIRATION FUND ADVISER, LLC

TRIUMPH WEALTH ADVISORS, INC.

Sep 2017 – Aug 2020

WOODSTOCK, GA

CETERA INVESTMENT ADVISERS LLC

Aug 2015 – Dec 2016

CATERSVILLE, GA

SUNTRUST INVESTMENT SERVICES, INC.

Sep 2008 – Jul 2015

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · September 5, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASPIRATION FUND ADVISER, LLC

CRD 169854 · SEC 801-80317

AUM

$147M

Regulatory assets under management

Employees

1 client accounts

Services offered by ASPIRATION FUND ADVISER, LLC

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at ASPIRATION FUND ADVISER, LLC →

Introduction

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Frequently Asked Questions

What services does Meredith Willis Geldhauser offer?

Meredith Willis Geldhauser specializes in Investment Management.

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, last registered with ASPIRATION FUND ADVISER, LLC.

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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