Aspiriant, LLC

Aspiriant, LLC (CRD# 146720) is a financial advisory firm headquartered in Los Angeles, CA. They manage $14,831,440,000 in 11,103 accounts and serve the financial needs of clients across 35 states (or territories).

Current Firm Details
11100 Santa Monica Blvd, Suite 600, Los Angeles, CA 90025
https://seniorsafeandsound.org
By the Numbers
  • Total Assets Under Management
    14,831
    MILLION
  • Total Number of Accounts
    11,103
    ACCOUNTS
  • Average Account Value
    $1,335,805
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
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

Financial Advisors at Aspiriant, LLC
Showing 61 - 64 of 64 top financial advisors.
61
Adam Slade, financial advisor Los Angeles CA
Adam C. Slade
CRD#: 7801498
11100 Santa Monica Blvd, Suite 600, Los Angeles, CA 90025

Adam Slade (CRD# 7801498) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

62
Lydia Walz, financial advisor San Francisco CA
Lydia Walz
CRD#: 6702849
50 California Street, Suite 2600, San Francisco, CA 94111

Lydia Walz (CRD# 6702849) is an Investment Advisor Representative working at Aspiriant, LLC in San Francisco, CA and has 1 year of experience in the finance industry.

63
Regina Wohl, financial advisor Mountain View CA
Regina Wohl
CRD#: 6287941
2570 W. El Camino Real, Suite 520, Mountain View, CA 94040

Regina Wohl (CRD# 6287941) is an Investment Advisor Representative working at Aspiriant, LLC in Mountain View, CA and has 1 year of experience in the finance industry.

64
Pratibha Yadav, financial advisor San Francisco CA
Pratibha Yadav
CRD#: 7715359
50 California Street, Suite 2600, San Francisco, CA 94111

Pratibha Yadav (CRD# 7715359) is an Investment Advisor Representative working at Aspiriant, LLC in San Francisco, CA and has 1 year of experience in the finance industry.

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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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