Aspire Financial Services Llc
$2.8M reported client assets across 2 advisory firms in FY2025 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Medallion Wealth Advisors, Llc | $1.8M | $517M | 0.4% | 03/31/2026 |
| Ironoak Wealth Llc | $1.0M | $162M | 0.6% | 02/17/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.