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ASPIRE STRATEGIST PORTFOLIOS LLC

NEW YORK, NY · CRD 327902 · IAPD ↗ · aspiresp.com · 212 292 3177

$97.3MRegulatory AUM
3Advisory reps
5Employees
1Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
April 2026 — ASPIRE STRATEGIST PORTFOLIOS LLC reported RAUM up 193% ($33.2M -> $97.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
November 2024 — ASPIRE STRATEGIST PORTFOLIOS LLC notice-filed in AK, AL, AR, AZ, CA, CO, CT, DC, DE, HI, IA, ID, KS, LA, MA, MD, ME, MN, MO, MS, MT, ND, NE, NH, NM, NV, OK, OR, PA, PR, RI, SD, TX, UT, VA, VI, VT, WA, WI, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2024 — ASPIRE STRATEGIST PORTFOLIOS LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2024 — ASPIRE STRATEGIST PORTFOLIOS LLC reported RAUM up 67589% ($44,069 -> $29.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — ASPIRE STRATEGIST PORTFOLIOS LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
40
March 2024 — ASPIRE STRATEGIST PORTFOLIOS LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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