Aspire Wealth Architects is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wexford, PA. Its latest Form ADV filing, dated March 30, 2026, reports $290M in regulatory assets under management, 4 employees, and 457 accounts.
Assets Under Management
$290M
Employees
4
Offices
--
Total Clients
137
Primary office
WEXFORD, PA
150 N MEADOWS DRIVE, SUITE 220, WEXFORD, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.6% of total clients.
Top client categories% of clientsClients
1
Individuals
60.6%
83
2
HNWI
39.4%
54
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$290Mas of March 30, 2026
Discretionary100.0%
$290M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$290M
Total Accounts457
10Y AUM Change+$290M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee34:1
10Y Employee Change+1 (+33.3%)
* 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.