Aspire Wealth Management Corporation

EST. AUM
$379,473,717

CONTACTS

CLIENT ACCOUNTS
1,175

Firm Details

Metro area Boston
CRD Number 160779
Website aspirewm.com
Client types

Overview

Aspire Wealth Management Corporation was an independent registered investment adviser headquartered in Waltham, Massachusetts. It served retail and high-net-worth clients through asset management, comprehensive financial planning and pension-consulting services. The firm built portfolios primarily with mutual funds, ETFs, individual equities and fixed-income securities and offered both discretionary and non-discretionary account management. Aspire generally required a minimum client relationship of US$250,000, although it could waive or reduce that requirement. Its March 2024 Form ADV reported approximately US$375.9 million in discretionary regulatory assets under management and about 1,175 client accounts or relationships in the associated filing data. CW Advisors acquired Aspire in a transaction that closed in January 2025, after which the Aspire team and clients moved onto the CW Advisors platform.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Aspire Wealth Management Corporation

Platform Details

Investment Preferences

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Address

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