Aspire Wealth Management Corporation

Aspire Wealth Management Corporation (CRD# 160779) is a financial advisory firm headquartered in Waltham, MA. They manage $138,861,400 in 1,004 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    139
    MILLION
  • Total Number of Accounts
    1,004
    ACCOUNTS
  • Average Account Value
    $138,308
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, NH, RI, TX

Financial Advisors at Aspire Wealth Management Corporation
Showing 1 - 3 of 3 top financial advisors.
1
Jennifer M. Adams
CRD#: 3080965
271 Waverly Oaks Road, Suite 200, Waltham, MA 02452
96
Wealthminder
score

Jennifer Adams (CRD# 3080965) is an Investment Advisor Representative working at Aspire Wealth Management Corporation in Waltham, MA and has over 18 years of experience in the finance industry. Jennifer Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Mark Khozozian
CRD#: 2133669
271 Waverly Oaks Road, Suite 200, Waltham, MA 02452
96
Wealthminder
score

Mark Khozozian (CRD# 2133669) is an Investment Advisor Representative working at Aspire Wealth Management Corporation in Waltham, MA and has over 25 years of experience in the finance industry. Mark Khozozian has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
William J. D'agostino
CRD#: 2921954
271 Waverly Oaks Road, Suite 200, Waltham, MA 02452
93
Wealthminder
score

William D'agostino (CRD# 2921954) is an Investment Advisor Representative working at Aspire Wealth Management Corporation in Waltham, MA and has over 19 years of experience in the finance industry.

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