ASPIRE WEALTH MANAGEMENT CORPORATION

Latest filing: Mar 28, 2024 (453 days ago)
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Adviser Website

AUM

$379,473,717
0% change vs. 1 year ago
6% change vs. 3 years ago
58% change vs. 5 years ago
182% change vs. 10 years ago

Employee Count

4
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

WALTHAM, MA
271 WAVERLEY OAKS ROAD, WALTHAM, MA, UNITED STATES, 02452

Client AUM

Discretion AUM
Discretionary $0.4
Non-Discretionary $0.0
Total $0.4
Client AUM
Retail $0.4
Pooled $0.0
Institutional $0.0
Total $0.4
Retail Accounts AUM
Individual 1,103 $0.2
Average Individual AUM $220,984
HNW 71 $0.1
Average HNW AUM $1,861,595
Retail Total 1,174 $0.4
Average Retail AUM $320,204

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
CHARLES SCHWAB & CO., INC. SAN FRANCISCO-CA-USA $0.4

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.4
Retail SMA AUM $0.4
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 41% $0.2
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 51% $0.2
Other Pools 0% $0.0
Cash 8% $0.0
Other 0% $0.0
Total 100% $0.4

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
MARK KHOZOZIAN $0.0 -
JENNIFER ADAMS $0.0 -
WILLIAM D'AGOSTINO $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

2 active

Name Title
D'AGOSTINO, WILLIAM, JOSEPH PRESIDENT AND CHIEF COMPLIANCE OFFICER
KHOZOZIAN, MARK FOUNDER AND CHIEF EXECUTIVE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

3 active representatives found

Name City State Exams Designations
MARK KHOZOZIAN WALTHAM MA S63|1991-04-11 CERTIFIED FINANCIAL PLANNER
WILLIAM D'AGOSTINO WALTHAM MA S63|1997-09-05|S65|2012-07-27
JENNIFER ADAMS WALTHAM MA S63|1998-08-11 CERTIFIED FINANCIAL PLANNER

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
MA, CA-03/28/2019, FL-09/19/2013, MA-08/07/2013, MD-03/28/2019, ME-03/16/2023, NC-03/16/2023, NH-09/18/2013, NY-03/30/2022, RI-01/20/2016, TX-12/01/2014
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (SMB)
PENSION CONSULTING
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV