← Tributary

ASPIRE PLANNING ASSOCIATES, INC.

WALNUT CREEK, CA · CRD 282179 · IAPD ↗ · 925-938-2023

$126.2MRegulatory AUM
2Advisory reps
3Employees
20Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — ASPIRE PLANNING ASSOCIATES, INC. (WALNUT CREEK, CA) left the SEC roster (was $126.2M RAUM, 2 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.