Mill Valley, CA Office
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Aspirean Wealth, LLC
Team
Firm-wide stats for Aspirean Wealth, LLC
About
Aspirean Wealth serves individual and high-net-worth clients as well as employer retirement plans, offering comprehensive portfolio management, standalone financial planning, and retirement-plan consulting. The firm manages discretionary client assets and also delivers written plans or consultations on a fee basis, sometimes implementing portfolios through third-party money managers.
The firm’s investment approach is grounded in Modern Portfolio Theory and a buy-and-hold orientation, favoring diversified, passively managed mutual funds and ETFs (with regular use of Dimensional funds) and employing Monte Carlo analysis in planning. Aspirean also uses a roster of third-party managers and custodial platforms to implement and custody client portfolios.
Compared with many peers, the firm discloses representatives who are licensed insurance agents and a representative who provides state-registered tax-preparation services under separate engagements, meaning clients may be offered insurance or tax-prep services in addition to advisory services. The brochure also discloses that employees are compensated for client referrals and that the firm participates in partner programs that provide event reimbursements, all of which are noted as managed through its fiduciary policies.
Based on Aspirean Wealth, LLC
Expertise
Based on Aspirean Wealth, LLC
Location
6 Knoll Lane, Suite B
Mill Valley CA 94941
Advisors at this office
4
Advisors at this office
Marian J
Series 65
Mill Valley, CA
Aspirean Wealth, LLC
Marian Jung is a financial advisor with Aspirean Wealth, LLC, holding a Series 65 designation and 17 years of industry experience. She has worked with Aspirean Wealth since 2015 and previously held roles in mortgage lending at All California Mortgage and All Western Mortgage. Aspirean Wealth provides advisory services to individuals, high net worth clients, and employer-sponsored retirement plans, focusing on long-term, asset-allocation-driven strategies using diversified, passively managed mutual funds and ETFs. The firm manages approximately $195 million in assets and employs a four-advisor team to conduct portfolio oversight and client reviews.
Paul G
Series 66
Mill Valley, CA
Aspirean Wealth, LLC
Paul Grace is a financial advisor at Aspirean Wealth, LLC with 25 years of industry experience. He has been with Aspirean Wealth, formerly Grace Financial Associates, since 2014 and previously operated Tamalpais Tax Services, Inc. for over three decades. In addition to his advisory role, he provides tax preparation services and offers life insurance, fixed annuities, long-term care, and disability products. Aspirean Wealth serves individuals, high net worth clients, and employer-sponsored retirement plans with comprehensive portfolio management, financial planning, and retirement consulting. The firm employs a long-term, asset-allocation-driven investment approach using diversified, passively managed funds and third-party money managers.
Caleb L
Series 65
Mill Valley, CA
Aspirean Wealth, LLC
Caleb Luis is a financial advisor at Aspirean Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Sports Basement and Rolling Hills Club. Aspirean Wealth provides advisory services to individuals, high net worth clients, and employer-sponsored retirement plans, focusing on long-term, asset-allocation-driven strategies using broadly diversified, passively managed mutual funds and ETFs. The firm manages approximately $195 million in assets and utilizes third-party money managers within a team of four advisors.
Christopher W
Series 63, Series 65
Mill Valley, CA
Aspirean Wealth, LLC
Christopher Winkler is a financial advisor with Aspirean Wealth, LLC in Mill Valley, CA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America Inc. for over a decade. Outside of advisory, he is involved in periodic life insurance sales through Legacy Advisors Agency. Aspirean Wealth serves individuals, high net worth clients, and employer-sponsored retirement plans, providing portfolio management, financial planning, and retirement consulting. The firm emphasizes long-term, asset-allocation-driven strategies using broadly diversified, passively managed funds and integrates third-party money managers in client portfolios.
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