Medina, OH Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Aspire Growth Partners LLC
Team
Firm-wide stats for Aspire Growth Partners LLC
Clients per advisor
313 Very HighAvg AUM per client
$1,211,570 TypicalHNW client ratio
34% TypicalAbout
Aspire Growth Partners is an SEC‑registered investment adviser that serves individuals, high‑net‑worth clients, trusts, estates, retirement plans, charitable organizations and businesses. The firm provides discretionary portfolio management, financial planning and retirement plan advisory services (including ERISA 3(21)/3(38) oversight) and implements portfolios using mutual funds, ETFs, individual stocks and bonds.
The firm describes a primarily long‑term investment approach that draws on fundamental and technical analysis, continuous monitoring and at‑least‑annual formal reviews, while retaining the flexibility to rebalance or trade shorter‑term when client needs or market conditions warrant. Aspire may recommend rollovers, use third‑party independent managers for portions of client portfolios, and executes client accounts through institutional custodians and platform relationships.
Aspire reports roughly $1.187 billion in assets under management across about 939 clients, managing those assets with three advisory professionals—levels that imply an unusually high AUM and client count per advisor compared with many peer teams. The brochure also discloses institutional relationships with Raymond James and Schwab (including receipt of platform benefits and, in Raymond James’s case, financial support during firm formation) and directs readers to independent filings on the SEC’s Investment Adviser Public Disclosure site for third‑party information.
Based on Aspire Growth Partners LLC
Expertise
Based on Aspire Growth Partners LLC
Location
1180 Medina Road
Medina OH 44256
Advisors at this office
2
Advisors at this office
Jason Z
Series 66
Medina, OH
Aspire Growth Partners LLC
Jason Zangmeister is a financial advisor at Aspire Growth Partners LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services and Kestra Advisory Services. Outside of his advisory role, he serves as an endowment committee officer for Bethany English Lutheran Church and is a board member and treasurer of the 19510 Condo Association. Aspire Growth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a primarily long-term investment approach with fundamental and technical analysis, continuous monitoring, and flexibility to adjust portfolios as needed.
Richard H
CFA®, Series 66
Medina, OH
Aspire Growth Partners LLC
Richard Harris is a CFA® charterholder and holds a Series 66 license, with 12 years of industry experience. He has been with Aspire Growth Partners LLC since 2021 and previously worked at Raymond James Financial Services Advisors Inc. and Steven Zangmeister Financial LLC. Harris is also the owner of Richard Harris Financial Services, LLC. Aspire Growth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, managing approximately $992 million in client assets across diversified portfolios tailored to client goals, risk tolerance, and tax considerations.
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