# ASPIRE WEALTH ADVISORY GROUP, LLC

ASPIRE WEALTH ADVISORY GROUP, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 338618
- Type: SEC-registered investment adviser
- SEC file number: 801-134595
- Location: 1 ROCKEFELLER PLAZA, FLOOR 23, NEW YORK, NY, 10020
- Phone: 212-540-9490
- Latest filing: 2026-03-31
- Regulatory AUM: $6.2M
- Discretionary AUM: $6.2M
- Clients: 1
- Accounts: 3

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Joshua M Goldberg | OWNER | Annapolis Junction, MD |
| Edward S Karan | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER; OWNER | — |
| Dana S Federbush | OWNER | — |
| Dana S. Federbush | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/338618/brochure
- Similar advisers: https://search.stillhousedata.com/firm/338618/similar
- Related entities: https://search.stillhousedata.com/firm/338618/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/338618

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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.