ASPIRE WEALTH

ASPIRE WEALTH of CALEDONIA, MI is an SEC-registered investment adviser (CRD 307098). Regulatory assets under management: $74.1M.

Registration

• CRD: 307098
• Type: Registered investment adviser
• Location: 5659 N KRAFT LAKE DR, CALEDONIA, MI, 49316
• Phone: (616) 828-3803
• Latest filing: 2026-07-28
• Regulatory AUM: $74.1M
• Discretionary AUM: $74.1M
• Clients: 5
• Accounts: 478

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307098 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search