ASPIRE ADVISORY SERVICES

ASPIRE ADVISORY SERVICES of LODI, CA is an SEC-registered investment adviser (CRD 129828). Regulatory assets under management: $69.5M.

Registration

• CRD: 129828
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129828 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search