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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.