DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Aspyre Wealth Partners
Legal name Koesten Hirschmann & Crabtree, Inc.
Latest filing Jul 14, 2026
First filing on the tape Dec 15, 2011 · 57 filings
SEC status approved since Sep 26, 2000
RAUM
$668M
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
100%
$666M individuals and HNW
Advisors
9
registered through the firm on IAPD
RAUM per advisor
$74.3M
derived; firm RAUM over IAPD count
Employees
17
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
57 filings and snapshots on the tape
RAUM$668M as of Jul 14, 2026
Mar 23, 2012$238M then
HNW client RAUM$560M as of Jul 14, 2026
Mar 19, 2018$365M then
State-registered IARs (5.B.3)8 as of Jul 14, 2026
Mar 23, 20120 then
Employees (5.A)17 as of Jul 14, 2026
Apr 1, 201314 then
Private funds: no history
RAUM -0.1% over the last fiscal year+13% a year over threeIARs 8 to 8offices 1 to 0
Practice profile
derived from the filing of Jul 14, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $74.3MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 37derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.6MderivedHNW RAUM over HNW clients
- Average account
- $428,699derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 0.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.9derivedItem 5.A over advisors
- Advisors per office
- 9.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -0.1%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -7.1%derived
- Compensation
- percentage of assets, hourly, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, educational seminarsreportedItem 5.G
- Custody
- $303M, 196 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$560M84%
- Individuals$107M16%
- Charitable organizations$2.0M0.3%
- Individual clients
- 172reported
- HNW clients
- 157reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,559reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $303M for 196 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Stewart Solomon KoestenCertified Financial Planner, Chartered Financial Consultant | Overland Park, Ks | Jan 31, 1997 | 37 y | 0 |
| Matthew David StarkeyCertified Financial Planner | Overland Park, Ks | Apr 14, 1998 | 28 y | 0 |
| Jessi Lyn ChaddCertified Financial Planner | Overland Park, Ks | Dec 15, 2009 | 18 y | 0 |
| Lucas James BuclCertified Financial Planner | Overland Park, Ks | Dec 15, 2010 | 15 y | 0 |
| Joni Kay LindquistCertified Financial Planner | Overland Park, Ks | May 23, 2013 | 19 y | 0 |
| Melissa Dawn Ryan | Overland Park, Ks | Jun 4, 2014 | 13 y | 0 |
| Connor Brooks AndersonCertified Financial Planner | Overland Park, Ks | Jan 12, 2026 | 11 y | 3 |
| Joslyn R Boyd | Overland Park, Ks | Jan 16, 2026 | 12 y | 1 |
Advisor movement
3 left, 2 joined in 12 months
net -1 in 12 months1 left in 90 days0 joined in 90 daysdeparture rate 33% of current headcount7 left over 36 months
Left, latest
- Angelina Hope Schuman to Intellicents Investment Solutions IncSep 16, 2026 · RIA to RIA
- Matthew Martin Schlossman to Cgn Advisors, LLCOct 16, 2025 · RIA to RIA
- Meghan Deann Hein to Clearpath Wealth Management, L.C.Oct 16, 2025 · RIA to a state-registered adviser
- Kolin Hayes to LPL Financial LLCJul 21, 2025 · RIA to affiliated broker-dealer or bank
- Tyler Robert Eckert to Fas Wealth Partners, Inc.Aug 16, 2024 · RIA to RIA
- Jamie Ann Bosse to Cgn Advisors, LLCJul 3, 2024 · RIA to RIA
- Kyle David Strehlow to BcwmJun 21, 2024 · RIA to RIA
- John Walter Munz to Fas Wealth Partners, Inc.Mar 4, 2022 · RIA to RIA
- Thomas John Farrell to Stringer Asset Management, LLCAug 15, 2019 · RIA to RIA
- Kevin Patrick Fisher Amey to Fas Wealth Partners, Inc.Jan 25, 2019 · RIA to RIA
- Kimberly A Bridges to Bright Women FinancialMar 16, 2015 · Other
- Christopher Alan Wolff to Creative PlanningNov 8, 2013 · Other
- Corey Don Holliman to Equitable Advisors, LLCJul 13, 2012 · Other
- Christopher Sean Walden to Heartland Capital Advisors, L.C.Sep 8, 2008 · Other
- Stephen Allen Hartel to Stephen A. HartelDec 31, 2002 · Other
Joined, latest
- Joslyn R Boyd from LPL Financial LLCJan 16, 2026 · Affiliated broker-dealer or bank to independent RIA
- Connor Brooks Anderson from Charles Schwab & Co., Inc.Jan 12, 2026 · Affiliated broker-dealer or bank to independent RIA
- Meghan Deann Hein from Cwm, LLCOct 25, 2024 · Affiliated broker-dealer or bank to independent RIA
- Kolin Hayes from Mokan Wealth ManagementOct 23, 2024 · RIA to RIA
- Thomas John Farrell from Thornburg Investment Management IncSep 13, 2018 · Other
- Kimberly A Bridges from Stoker Ostler, A Part Of Bmo Financial GroupSep 10, 2014 · Other
- Kevin Patrick Fisher Amey from Securian Financial Services, Inc.Oct 31, 2012 · Other
- Christopher Sean Walden from Fintegra, LLCAug 10, 2007 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Solomon Stewart Koesten · Chief Executive Officercontrolsince 12/1996 · owns 10% to 25%
- David Matthew Starkey · President And Shareholdercontrolsince 06/2002 · owns 50% to 75%
- Marie Colleen Wysong · Chief Compliance Officercontrolsince 04/2022 · owns less than 5%
- James Lucas Bucl · Shareholdersince 01/2022 · owns 10% to 25%
- Lyn Jessi Chadd · Director Of Wealth Managementsince 01/2022 · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Overland Park, Ks · principal | 8 | 2 | 3 |
Offices
Schedule D 1.F, the 25 largest
- Manhattan, KS2 employees
What changed
consecutive filings, newest first
- Accounts · 1,497 to 1,559Oct 16, 2025 to Feb 20, 2026
- Advisory employees · 11 to 8Oct 16, 2025 to Feb 20, 2026
- HNW clients · 164 to 157Oct 16, 2025 to Feb 20, 2026
- Individual clients · 190 to 172Oct 16, 2025 to Feb 20, 2026
- Assets in custody · $257M to $303MOct 16, 2025 to Feb 20, 2026
- Employees · 14 to 17Oct 16, 2025 to Feb 20, 2026
- Other offices · 1 to 0Oct 16, 2025 to Feb 20, 2026
- Discretionary RAUM · $669M to $652MOct 16, 2025 to Feb 20, 2026
- HNW RAUM · $586M to $560MOct 16, 2025 to Feb 20, 2026
- Individual RAUM · $83.5M to $107MOct 16, 2025 to Feb 20, 2026
- Non-discretionary RAUM · $0 to $16.4MOct 16, 2025 to Feb 20, 2026
- RAUM · $669M to $668MOct 16, 2025 to Feb 20, 2026
- Financial planning clients · 251-500 to 251-500Jun 18, 2025 to Jul 21, 2025
- Assets in custody · $98.0M to $257MMar 11, 2025 to Jun 18, 2025
- Accounts · 1,295 to 1,497Oct 25, 2024 to Mar 11, 2025
- HNW clients · 153 to 164Oct 25, 2024 to Mar 11, 2025
- Individual clients · 183 to 190Oct 25, 2024 to Mar 11, 2025
- Discretionary RAUM · $535M to $669MOct 25, 2024 to Mar 11, 2025
- HNW RAUM · $465M to $586MOct 25, 2024 to Mar 11, 2025
- Individual RAUM · $70.1M to $83.5MOct 25, 2024 to Mar 11, 2025
- RAUM · $535M to $669MOct 25, 2024 to Mar 11, 2025
- Accounts · 1,405 to 1,295Oct 14, 2023 to Mar 22, 2024
- HNW clients · 186 to 153Oct 14, 2023 to Mar 22, 2024
- Individual clients · 141 to 183Oct 14, 2023 to Mar 22, 2024
- Assets in custody · $60.7M to $98.0MOct 14, 2023 to Mar 22, 2024
- State-registered IARs · 7 to 8Oct 14, 2023 to Mar 22, 2024
- Discretionary RAUM · $468M to $535MOct 14, 2023 to Mar 22, 2024
- HNW RAUM · $400M to $465MOct 14, 2023 to Mar 22, 2024
- Individual RAUM · $68.2M to $70.1MOct 14, 2023 to Mar 22, 2024
- RAUM · $468M to $535MOct 14, 2023 to Mar 22, 2024
- Accounts · 1,211 to 1,405Oct 25, 2022 to Mar 14, 2023
- HNW clients · 149 to 186Oct 25, 2022 to Mar 14, 2023
- Individual clients · 143 to 141Oct 25, 2022 to Mar 14, 2023
- Assets in custody · $67.7M to $60.7MOct 25, 2022 to Mar 14, 2023
- Employees · 16 to 14Oct 25, 2022 to Mar 14, 2023
- Discretionary RAUM · $517M to $468MOct 25, 2022 to Mar 14, 2023
- HNW RAUM · $64.6M to $400MOct 25, 2022 to Mar 14, 2023
- Individual RAUM · $452M to $68.2MOct 25, 2022 to Mar 14, 2023
- RAUM · $517M to $468MOct 25, 2022 to Mar 14, 2023
- Accounts · 1,121 to 1,211Aug 18, 2021 to Mar 14, 2022
Signals
10 dated events
- Angelina Hope Schuman left Aspyre Wealth Partners for Intellicents Investment Solutions Inc (registered 2026-08-11)Sep 16, 2026 · Advisor changed firm · fact
- Matthew Martin Schlossman left Aspyre Wealth Partners for Cgn Advisors, Llc (registered 2025-10-27)Oct 16, 2025 · Advisor changed firm · fact
- Meghan Deann Hein left Aspyre Wealth Partners for Clearpath Wealth Management, L.C. (registered 2025-10-30)Oct 16, 2025 · Advisor changed firm · fact
- Kolin Hayes left Aspyre Wealth Partners for Lpl Financial Llc (registered 2025-10-15)Jul 21, 2025 · Advisor changed firm · fact
- Aspyre Wealth Partners reported RAUM $669.3M, up 25% from $534.8M (2024-10-25 to 2025-03-11)Mar 11, 2025 · RAUM change · derived
- Tyler Robert Eckert left Aspyre Wealth Partners for Fas Wealth Partners, Inc. (registered 2024-08-20)Aug 16, 2024 · Advisor changed firm · fact
- Jamie Ann Bosse left Aspyre Wealth Partners for Cgn Advisors, Llc (registered 2024-07-11)Jul 3, 2024 · Advisor changed firm · fact
- Kyle David Strehlow left Aspyre Wealth Partners for Bcwm (registered 2024-10-09)Jun 21, 2024 · Advisor changed firm · fact
- Marie Colleen Wysong (Chief Compliance Officer) appeared on Schedule A of Aspyre Wealth PartnersApr 1, 2022 · Control person joined · fact
- John Walter Munz left Aspyre Wealth Partners for Fas Wealth Partners, Inc. (registered 2022-03-24)Mar 4, 2022 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- cwsong@aspyrewealth.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 913-345-1810reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 913-345-1881reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/aspyrewealthreportedpublic record, Form ADV, Sep 17, 2026
- Website
- aspyrewealth.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 913-345-1881reportedpublic record, Form ADV, Jul 14, 2026
- Team page
- aspyrewealth.com/about/meet-the-teamreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $74.3Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026