Aspire Wealth Management Corporation

Aspire Wealth Management Corporation (CRD# 160779) is a financial advisory firm headquartered in Waltham, MA. They manage $379,473,717 in 1,175 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
271 Waverley Oaks Road, Suite 200, Waltham, MA 02452
http://www.aspirewm.com
By the Numbers
  • Total Assets Under Management
    379
    MILLION
  • Total Number of Accounts
    1,175
    ACCOUNTS
  • Average Account Value
    $322,956
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA, MD, ME, NC, NH, NY, RI, TX

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

Jennifer Adams (CRD# 3080965) 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.

2
William D'agostino, financial advisor Waltham MA
William J. D'agostino
CRD#: 2921954
271 Waverley Oaks Road, Suite 200, Waltham, MA 02452

William D'agostino (CRD# 2921954) is an Investment Advisor Representative working at Aspire Wealth Management Corporation in Waltham, MA and has over 26 years of experience in the finance industry.

3
Mark Khozozian, financial advisor Waltham MA
Mark Khozozian
CRD#: 2133669
271 Waverley Oaks Road, Suite 200, Waltham, MA 02452

Mark Khozozian (CRD# 2133669) is an Investment Advisor Representative working at Aspire Wealth Management Corporation in Waltham, MA and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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