ASPIREAN WEALTH, LLC of MILL VALLEY, CA is an SEC-registered investment adviser (CRD 173138). Regulatory assets under management: $233.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Bradley Robert Alvarez | CHIEF COMPLIANCE OFFICER | — |
| Christopher Michael Winkler | PRINCIPAL | — |
| Paul Victor Grace | MANAGING MEMBER | — |
| GRACE PAUL VICTOR | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| ALVAREZ BRADLEY ROBERT | CHIEF COMPLIANCE OFFICER | — |
| WINKLER CHRISTOPHER MICHAEL | PRINCIPAL | — |