# ASPIRE ADVISORY SERVICES

ASPIRE ADVISORY SERVICES of LODI, CA is an SEC-registered investment adviser.

## Registration

- CRD: 129828
- Type: SEC-registered investment adviser
- Location: 104 N SCHOOL ST, LODI, CA, 95240
- Phone: 209-339-8971
- Latest filing: 2026-03-31
- Regulatory AUM: $69.5M
- Discretionary AUM: $60.8M
- Non-discretionary AUM: $8.7M
- Clients: 1
- Accounts: 80

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/129828/brochure
- Similar advisers: https://search.stillhousedata.com/firm/129828/similar
- Related entities: https://search.stillhousedata.com/firm/129828/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/129828

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.