# ASPIRE PLANNING ASSOCIATES, INC.

ASPIRE PLANNING ASSOCIATES, INC. of WALNUT CREEK, CA is an SEC-registered investment adviser.

## Registration

- CRD: 282179
- Type: SEC-registered investment adviser
- SEC file number: 801-114918
- Location: 1990 N. CALIFORNIA BLVD, 8TH FLOOR, WALNUT CREEK, CA, 94596
- Phone: 925-938-2023
- Latest filing: 2025-02-18
- Regulatory AUM: $126.2M
- Discretionary AUM: $126.2M
- Clients: 3
- Accounts: 366

## Business model

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

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Lloyd Shigeto Yamada | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | — |
| Evor Charles Vattuone | MANAGING PARTNER | — |
| MA MIRA MARY | MANAGING PARTNER - CHIEF COMPLIANCE OFFICER; VICE-PRESIDENT - CHIEF COMPLIANCE OFFICER | — |
| YAMADA LLOYD SHIGETO | CHIEF EXECUTIVE OFFICER & CHIEF FINANCIAL OFFICER; MANAGING PARTNER; MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | — |
| VATTUONE EVOR CHARLES | MANAGING PARTNER; PRESIDENT | — |
| ROLAND JOHNNY TETSURO | VICE-PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282179/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282179/similar
- Related entities: https://search.stillhousedata.com/firm/282179/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282179

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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.