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ASPYRE WEALTH PARTNERS
Legal name: KOESTEN HIRSCHMANN & CRABTREE, INC.
CRD 107212File 801-57971
APPROVED
Retail clients
Custody
Filing as of Jul 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$668.3M
Above cohort median (national)
Discretionary AUM
$652.0M
Non-discretionary $16.4M
Clients
329
1,559 accounts
Employees
17
Above cohort median in KS
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Sep 26, 2000
- Principal office
- 10851 MASTIN BLVD., STE 1050, OVERLAND PARK, KS, 66210
- Phone
- 913-345-1881
- Website
- https://aspyrewealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $668.3M
- Discretionary AUM
- $652.0M
- Non-discretionary AUM
- $16.4M
- Discretionary accounts
- 1,508
- Non-discretionary accounts
- 51
- Total accounts
- 1,559
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $2.0M |
| High net worth individuals | 157 | $559.7M |
| Individuals (other than high net worth individuals) | 172 | $106.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — NET WORTH
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 14 | 17 | increased by3 |
| Mar 1, 2026 | Clients | 354 | 329 | decreased by25 |
| Mar 1, 2026 | AUM | $669,262,255 | $668,342,145 | decreased by$920,110 |
| Mar 1, 2026 | Accounts | 1,497 | 1,559 | increased by62 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 14 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 292 | 354 | increased by62 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $516,970,077 | $669,262,255 | increased by$152,292,178 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,211 | 1,497 | increased by286 |
| Apr 1, 2022 | Employees | 15 | 16 | increased by1 |
| Apr 1, 2022 | Clients | 276 | 292 | increased by16 |
| Apr 1, 2022 | AUM | $451,607,944 | $516,970,077 | increased by$65,362,133 |
| Apr 1, 2022 | Accounts | 1,121 | 1,211 | increased by90 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ASPYRE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ASPYRE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.