OVERLAND PARK, KSCRD 107212Latest ADV February 20, 2026
Aspyre Wealth Partners is an SEC registered investment adviser organized as a corporation with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated February 20, 2026, reports $668M in regulatory assets under management, 17 employees, and 1,559 accounts.
Assets Under Management
$668M
Employees
17
Offices
--
Total Clients
329
Primary office
OVERLAND PARK, KS
10000 COLLEGE BLVD., SUITE 260, OVERLAND PARK, KS, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.3% of total clients.
Top client categories% of clientsClients
1
Individuals
52.3%
172
2
HNWI
47.7%
157
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$668Mas of February 20, 2026
Discretionary97.5%
$652M
98% of total RAUM97.5%
Non-discretionary2.5%
$16M
2% of total RAUM2.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$668M
Total Accounts1,559
10Y AUM Change+$321M (+92.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee19:1
10Y Employee Change+1 (+6.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.