| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Robert Alvarez | Chief Compliance Officer | Under 5% | 2021 |
| Legacy Advisors Agency LLC Control | Holding Company | 50-75% | 2021 |
| Paul Victor Grace Control | Managing Member | 25-50% | 2014 |
Aspirean Wealth, LLC reports $194.8 million in regulatory assets under management on its Form ADV.
Aspirean Wealth, LLC reports 4 employees.
Aspirean Wealth, LLC is based in Mill Valley, CA and has been SEC-registered since 2021.
Aspirean Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6 Knoll Lane, Suite B, Mill Valley, CA 94941 |
| Phone | (844) 687-5342 |
| Fax | (844)-687-5342 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $133.5M |
| Non-discretionary | $61.3M |
| Total (RAUM) | $194.8M |