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.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=0.64 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$97.3MItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$61,625

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

5

Advisory employees

3

Offices

5Schedule D 1.F, beyond the principal office

Accounts

423

Individual clients

0

High net worth clients

0

SEC number

801-128944

CRD

327902

Filings on the tape

10

First filed

Sep 22, 2023

Latest filed

Mar 24, 2026

Organised

Limited Liability Company, DE

Website

aspiresp.com

• Occurred

  Sep 22, 2023
  First Form ADV filing

  Aspire Strategist Portfolios Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cdfd7a6e-1696-04cc-a6f6-56a320cda30e

First observed

Sep 22, 2023

Last observed

Mar 24, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds 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.