Aspire Wealth Management, Llc
- Regulatory AUM
- $51.4M
- Discretionary
- $51.4M
- Clients
- 302
- Avg AUM / client
- $170K
- Accounts
- 398
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of May 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 289 | $40.9M | 79.4% |
| High net worth individuals | 13 | $10.6M | 20.6% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Todd Anthony Schick | Managing Member And Chief Compliance Officer | CFP Chartered Financial Consultant | Aug 2018 (8y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/26/2026 | 1.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • SUBSCRIPTION FEES FOR FINANCIAL PLANNING
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Allianz Life Financial Services, Llc $29.8M (58% of AUM) May 2026
- Assetmark Brokerage, Llc $10.7M (10% of AUM) Apr 2022
- Charles Schwab & Co. $5.3M (10% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 26, 2026.
View current Form ADV (SEC/IAPD) ↗