← Tributary

ASPIRE WEALTH MANAGEMENT

OVERLAND PARK, KS · CRD 311368 · IAPD ↗ · 913-322-3500

$96.6MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2024 — ASPIRE WEALTH MANAGEMENT (OVERLAND PARK, KS) left the SEC roster (was $96.6M RAUM, 1 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
55
June 2024 — ASPIRE WEALTH MANAGEMENT, LLC is now doing business as ASPIRE WEALTH MANAGEMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
55
March 2024 — ASPIRE WEALTH MANAGEMENT is now doing business as ASPIRE WEALTH MANAGEMENT, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

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