Data / Investment advisers / California / Aspirean Wealth, LLC
Aspirean Wealth, LLC, Mill Valley, CA: $233 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Aspirean Wealth, LLC is an SEC registered investment adviser with its main office in Mill Valley, California and reports $233 million in regulatory assets under management in its Form ADV filed January 29, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 173138
- SEC file number
- 801-121642
- SEC status
- Approved, effective June 25, 2021
- Main office
- 6 Knoll Lane Suite B, Mill Valley, CA 94941
- Phone
- (844) 687-5342
- Website
- aspirean.com
- Regulatory AUM
- $233,159,926 in the Form ADV filed January 29, 2026
- Discretionary AUM
- $204,485,587
- Non discretionary AUM
- $28,674,339
- Accounts
- 452
- Employees
- 6, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- January 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 75 | $191.3 million |
| Individuals (other than high net worth individuals) | 90 | $40.2 million |
| Pension and profit sharing plans | Fewer than 5 | $1.2 million |
| Charitable organizations | Fewer than 5 | $474,449 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $233.2 million | January 29, 2026 |
| December 1, 2025 | $194.8 million | March 27, 2025 |
Other advisers in Mill Valley
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Groundforce Capital Management, LLC | Mill Valley | $439.2 million | 4 | adviserinfo.sec.gov |
| Bayhunt Capital LLC | Mill Valley | $362.1 million | Not listed | adviserinfo.sec.gov |
| Assembly Wealth | Mill Valley | $336.7 million | Not listed | adviserinfo.sec.gov |
| Litfund | Mill Valley | $289.7 million | 6 | adviserinfo.sec.gov |
| Miller Avenue Advisors LLC | Mill Valley | $281.2 million | Not listed | adviserinfo.sec.gov |
| Schmitz Capital Partners, LLC | Mill Valley | $132 million | Not listed | adviserinfo.sec.gov |
| Cambrian Asset Management, Inc. | Mill Valley | $121.8 million | 2 | adviserinfo.sec.gov |
| Otherwise Fund Management, LLC | Mill Valley | Not listed | 14 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Mill Valley, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Aspirean Wealth, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.