Aspirean Wealth, LLC

CRD 173138 · Mill Valley, CA · $233.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 173138
SEC number: 801-121642
Firm type: RIA
Assets under management: $233.2M as of Jan 29, 2026
Website: www.aspirean.com ↗
Phone: (844) 687-5342
Address: 6 Knoll Lane, Mill Valley, CA, 94941

Advisors at this firm

6 in our index · page 1 of 1

Bradley Robert AlvarezCRD 4987816 · Chesterton, IN

IA RegisteredRegistration inactive
Paul Victor GraceCRD 4011326 · Mill Valley, CA

IA Registered
Marian May JungCRD 1481834 · Mill Valley, CA

IA Registered
Caleb Daniel LuisCRD 8025473 · Mill Valley, CA

IA Registered
Kevin Bernard OstafinskiCRD 8025475 · Chesterton, IN

IA Registered
Christopher Michael WinklerCRD 2942476 · Mill Valley, CA

IA RegisteredRegistration inactive

Disclosure event(s) on record

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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