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Aspire Private Wealth Counsel, LLC

CRD 282582SEC# 801-127937Knoxville, TN
Export (members)
No longer SEC-registered. Aspire Private Wealth Counsel, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$74.3M
Employees
5
Accounts
227
Location
Knoxville, TN

Aspire Private Wealth Counsel, LLC assets under management

Aspire Private Wealth Counsel, LLC operates as an SEC-registered investment adviser based in Knoxville, TN. It reports $74.3 million in regulatory assets under management and employs 5 people.

Aspire Private Wealth Counsel, LLC owners & executives

1 reported
NameTitleOwnershipSince
Philip Brian Dortch ControlOwner/Chief Compliance Officer/Wealth Advisor/Success Coach/ManagerOver 75%2016

Frequently asked questions

How much does Aspire Private Wealth Counsel, LLC manage?

Aspire Private Wealth Counsel, LLC reports $74.3 million in regulatory assets under management on its Form ADV.

How many employees does Aspire Private Wealth Counsel, LLC have?

Aspire Private Wealth Counsel, LLC reports 5 employees.

Where is Aspire Private Wealth Counsel, LLC located?

Aspire Private Wealth Counsel, LLC is based in Knoxville, TN.

Does Aspire Private Wealth Counsel, LLC disclose fund performance?

Aspire Private Wealth Counsel, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8351 E. Walker Springs Ln, Suite 400, Knoxville, TN 37923
Office hours8:00a.m.-5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$74.3M
Non-discretionary$0
Total (RAUM)$74.3M