ASPIREAN WEALTH, LLC

MILL VALLEY, California·3 registered advisors·CRD# 173138

SEC# 801-1216423(415) 383-8404

01

Firm Overview

AUM

$159M

Regulatory assets under management

Employees

5

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management

04

Advisors at ASPIREAN WEALTH, LLC

3 registered advisors

Bradley Robert Alvarez

MILL VALLEY, California

Christopher Michael Winkler

MILL VALLEY, California

Paul Victor Grace

MILL VALLEY, California

05

Office Locations

MILL VALLEY, California

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Data sourced from SEC Form ADV filings. ASPIREAN WEALTH, LLC (CRD# 173138) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.