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RIA / WealthAdvisorCertified Financial Planner11 years in industry

David Rey Ybarra

Advisor at ASPIRED WEALTH

LOVELAND, CO

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Search this name across graphsid dfx:ria:4fb8218d-a9e3-b1a8-67a5-c7d4042d67c9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 16, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Current firm: ASPIRED WEALTH
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Jun 19, 2015
First registration: Mar 16, 2016
Dual registered: no
Other names: David Rey Ybarra
IAPD individual key: 6469419

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
ASPIRED WEALTH	State registered	Apr 8, 2024	n/a	yes	LOVELAND, CO	Current employment
CONSILIO WEALTH ADVISORS, LLC	Independent wealth	Jun 14, 2021	Jan 16, 2024	no	BELLEVUE, WA\|BELLEVUE, WA\|LOVELAND, CO	Previous registration
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	Jul 31, 2020	Jun 14, 2021	no	SEATTLE, WA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Mar 27, 2020	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Mar 16, 2016	Jul 13, 2018	no	GREENWOOD VILLAGE, CO\|BELLEVUE, WA	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
CONSILIO WEALTH ADVISORS, LLC	ASPIRED WEALTH	Jan 16, 2024	Apr 8, 2024	83	Firm change	RIA to state RIA
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	CONSILIO WEALTH ADVISORS, LLC	Jun 14, 2021	Jun 14, 2021	0	Firm change	Other
FIDELITY PERSONAL AND WORKPLACE ADVISORS	NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	Mar 27, 2020	Jul 31, 2020	126	Firm change	Other
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm

Team moves

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

Team	Left	Joined	From	Kind
2881:314466:WA:2021-06-14	Jun 14, 2021	Jun 14, 2021	SEATTLE, WA	Firm change

Relationships

Registered with (5)

→ ASPIRED WEALTHRegistered adviserregistration: current employment
Apr 8, 2024 to presentfactForm ADV
→ CONSILIO WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 14, 2021 to Jan 16, 2024factForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
Jul 31, 2020 to Jun 14, 2021factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Mar 27, 2020factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 16, 2016 to Jul 13, 2018factForm ADV

Dated events

Occurred
Jan 16, 2024
Advisor changed firm
David Rey Ybarra left Consilio Wealth Advisors, Llc for Aspired Wealth (registered 2024-04-08)
Form ADVobserved 6 days ago