DBA: ASPYRE WEALTH PARTNERS
| Total AUM | $668.3M |
| Discretionary | $652.0M98% of AUM |
| Non-Discretionary | $16.4M |
| Client Accounts | 1,559 |
| Avg Account Size | $429K |
| Employees | 17 |
| Peak AUM | $669.3MMar 2025 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $668M | 0.1% | +11.9% | +8.3% | |
| Discretionary AUM | $652M | ||||
| Total AUM | $668.3M |
| Discretionary | $652.0M |
| Employees | 17 |
| Client Accounts | 1559 |
| Client Range | 251-500 |
Address
10851 MASTIN BLVD.
OVERLAND PARK KS 66210
Phone
913-345-1881
Filing History
76 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$652M
97.5% of AUM
Non-Discretionary
$16M
2.5% of AUM
Disc. mix ▼ 2.5pp vs 1 year ago
Custody
| +11.4% /yrover 25 yrs · 76 filings |
Total AUM
$668M
| 2.6% |
| +11.0% |
| +7.8% |
| Non-Disc. AUM | $16M | — | — | — |
| Total Accounts | 2k | +4.1% | +3.3% | +6.9% |
| Avg Account Size | $428,699.259 | 4.1% | +8.3% | +1.3% |
| Employees | 17 | +21.4% | +6.3% | +2.6% |
| AUM / Employee | $39M | 17.8% | +5.2% | +5.6% |
Client AUM Segments | |||||
| Wealth AUM | $666M | 0.4% | +11.8% | +8.2% | |
| Institutional AUM | $2M | — | — | — | |
Client Count Segments | |||||
| HNW Clients | 172 | 9.5% | +6.5% | +4.0% | |
| Individuals | 157 | 4.3% | 5.2% | +3.3% | |