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ASPYRE WEALTH PARTNERS

OVERLAND PARK, KS · CRD 107212 · IAPD ↗ · 913-345-1881

$668.3MRegulatory AUM
8Advisory reps
17Employees
58Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — ASPYRE WEALTH PARTNERS notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2026 — ASPYRE WEALTH PARTNERS shrank from 11 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
April 2025 — ASPYRE WEALTH PARTNERS notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — ASPYRE WEALTH PARTNERS reported RAUM up 25% ($534.8M -> $669.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — ASPYRE WEALTH PARTNERS crossed $500M in regulatory AUM ($468.4M -> $534.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.