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ASPECT PARTNERS, LLC

FAIRFAX, VA · CRD 307273 · IAPD ↗ · 703-916-8400

$418.2MRegulatory AUM
5Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2025 — ASPECT PARTNERS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
April 2024 — ASPECT PARTNERS, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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