Investment adviser · CRD 282582
ASPIRE PRIVATE WEALTH COUNSEL, LLC
Investment adviser filing (IA)
KNOXVILLE, TN, United States · Form ADV filed Aug 18, 2025
- Regulatory AUM
- $74.3M Form ADV · Item 5.F
- Client accounts
- 227 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 28 | $67,253,965 | 90.6% |
| Individuals | 21 | $6,569,804 | 8.8% |
| Corporations & businesses | Fewer than 5 | $447,649 | 0.6% |
| Retirement plans | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 2009110 · Aug 18, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 18, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
8351 E. WALKER SPRINGS LN, SUITE 400KNOXVILLE, TN, 37923, United States
CRD 282582
Filing source
Form ADV 2009110 · Aug 18, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.