MILL VALLEY, CACRD 173138Latest ADV January 29, 2026
Aspirean Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mill Valley, CA. Its latest Form ADV filing, dated January 29, 2026, reports $233M in regulatory assets under management, 6 employees, 2 offices, and 452 accounts.
Assets Under Management
$233M
Employees
6
Offices
2 offices
Total Clients
165
Primary office
MILL VALLEY, CA
6 KNOLL LANE, SUITE B, MILL VALLEY, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.5% of total clients.
Top client categories% of clientsClients
1
Individuals
54.5%
90
2
HNWI
45.5%
75
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$233Mas of January 29, 2026
Discretionary87.7%
$204M
88% of total RAUM87.7%
Non-discretionary12.3%
$29M
12% of total RAUM12.3%
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$233M
Total Accounts452
10Y AUM Change+$108M (+86.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee28:1
10Y Employee Change+1 (+20.0%)
* 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.