ASPIREAN WEALTH, LLC

CRD 173138File 801-121642

APPROVED

Retail clients

Filing as of Jan 29, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$233.2M

Below cohort median (national)

Discretionary AUM

$204.5M

Non-discretionary $28.7M

Clients

165

452 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Jun 25, 2021
Principal office: 6 KNOLL LANE, SUITE B, MILL VALLEY, CA, 94941
Phone: (844) 687-5342
Website: https://www.aspirean.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $233.2M
Discretionary AUM: $204.5M
Non-discretionary AUM: $28.7M
Discretionary accounts: 373
Non-discretionary accounts: 79
Total accounts: 452
AUM per client: $1.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$474K
High net worth individuals	75	$191.3M
Pension and profit sharing plans	Fewer than 5	$1.2M
Individuals (other than high net worth individuals)	90	$40.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.