DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner38 years in industry

HELEN ANN DIETZ

Advisor at ASPIRIANT, LLC

Mountain View, CA | LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:03e1ba63-ac0d-0719-9e6a-32a34f36f051

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Jul 8, 1997 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Helen Ann Dietz

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ASPIRIANT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 1987earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
First registration: Jul 8, 1997
Dual registered: no
IAPD individual key: 1268071

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ASPIRIANT, LLC	Independent wealth	Feb 1, 2017	n/a	yes	Mountain View, CA\|LOS ANGELES, CA	Current employment
STANFORD INVESTMENT GROUP, INC.	Former SEC adviser	Jul 8, 1997	Feb 9, 2017	no	MOUNTAIN VIEW, CA\|MOUNTAIN VIEW, CA\|MOUNTAIN VIEW, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STANFORD INVESTMENT GROUP, INC.	ASPIRIANT, LLC	Feb 9, 2017	Feb 1, 2017	-8	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
10331:146720:CA:2017-02-09	Feb 9, 2017	Feb 1, 2017	MOUNTAIN VIEW, CA	Firm change

Relationships

Registered with (2)

→ ASPIRIANT, LLCRegistered adviserregistration: current employment
Feb 1, 2017 to presentfactForm ADV
→ STANFORD INVESTMENT GROUP, INC.Registered adviserregistration: previous registration
Jul 8, 1997 to Feb 9, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:03e1ba63-ac0d-0719-9e6a-32a34f36f051
First observed: Jul 8, 1997
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HELEN ANN DIETZ

Advisor at ASPIRIANT, LLC

Mountain View, CA | LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:03e1ba63-ac0d-0719-9e6a-32a34f36f051

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:11 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

ASPIRIANT, LLC

Independent wealth

Feb 1, 2017

n/a

yes

Mountain View, CA|LOS ANGELES, CA

Current employment

STANFORD INVESTMENT GROUP, INC.

Former SEC adviser

Jul 8, 1997

Feb 9, 2017

MOUNTAIN VIEW, CA|MOUNTAIN VIEW, CA|MOUNTAIN VIEW, CA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

STANFORD INVESTMENT GROUP, INC.

ASPIRIANT, LLC

Feb 9, 2017

Feb 1, 2017

-8

Firm change

Other

Team

Left

Joined

From

Kind

10331:146720:CA:2017-02-09

Feb 9, 2017

Feb 1, 2017

MOUNTAIN VIEW, CA

Firm change