← Tributary

ASPIRE WEALTH MANAGEMENT CORPORATION

WALTHAM, MA · CRD 160779 · IAPD ↗ · aspirewm.com · (617) 245-8500

$379.5MRegulatory AUM
3Advisory reps
4Employees
4Clients
51-100Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
February 2025 — ASPIRE WEALTH MANAGEMENT CORPORATION (WALTHAM, MA) left the SEC roster (was $379.5M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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