← Tributary

ASPIREAN WEALTH, LLC

MILL VALLEY, CA · CRD 173138 · IAPD ↗ · aspirean.com · (844) 687-5342

$233.2MRegulatory AUM
6Advisory reps
6Employees
1Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
February 2026 — ASPIREAN WEALTH, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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