# ASPIREAN WEALTH, LLC

ASPIREAN WEALTH, LLC of MILL VALLEY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 173138
- Type: SEC-registered investment adviser
- SEC file number: 801-121642
- Location: 6 KNOLL LANE, SUITE B, MILL VALLEY, CA, 94941
- Phone: (844) 687-5342
- Latest filing: 2026-01-29
- Regulatory AUM: $233.2M
- Discretionary AUM: $204.5M
- Non-discretionary AUM: $28.7M
- Clients: 6
- Accounts: 452

## Business model

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

## Officers, owners & control persons (6)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/173138/brochure
- Similar advisers: https://search.stillhousedata.com/firm/173138/similar
- Related entities: https://search.stillhousedata.com/firm/173138/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/173138

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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.