Aspire Wealth

Aspire Wealth (CRD# 307098) is a financial advisory firm headquartered in Caledonia, MI. They manage $28,181,559 in 177 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5659 N Kraft Lake Dr, Caledonia, MI 49316
https://www.aspirewealthadvisory.com
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    177
    ACCOUNTS
  • Average Account Value
    $159,218
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Aspire Wealth
Showing 1 - 4 of 4 top financial advisors.
1
Derek Prusa, financial advisor Caledonia MI
Derek Prusa
CRD#: 6101977
5659 N Kraft Lake Dr, Caledonia, MI 49316

Derek Prusa (CRD# 6101977) is an Investment Advisor Representative working at Aspire Wealth in Caledonia, MI and has over 11 years of experience in the finance industry.

2
Andrew Vanderschaaf, financial advisor Caledonia MI
Andrew S. Vanderschaaf
CRD#: 6763247
5659 N Kraft Lake Dr, Caledonia, MI 49316

Andrew Vanderschaaf (CRD# 6763247) is an Investment Advisor Representative working at Aspire Wealth in Caledonia, MI and has over 7 years of experience in the finance industry.

3
Benjamin Webster, financial advisor Caledonia MI
Benjamin N. Webster
CRD#: 6476609
5659 N Kraft Lake Dr, Caledonia, MI 49316

Benjamin Webster (CRD# 6476609) is an Investment Advisor Representative working at Aspire Wealth in Caledonia, MI and has over 9 years of experience in the finance industry.

4
Curtis Wells, financial advisor Caledonia MI
Curtis L. Wells
CRD#: 6640406
5659 N Kraft Lake Dr, Caledonia, MI 49316

Curtis Wells (CRD# 6640406) is an Investment Advisor Representative working at Aspire Wealth in Caledonia, MI and has 1 year 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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