Fee-only adviser · Wexford, PA

Aspire Wealth Architects

Aspire Wealth Architects is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Wexford, Pennsylvania. On its latest Form ADV, filed March 30, 2026, it reports $290M in regulatory assets under management, 137 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

RegistrationSEC-registered
Firm CRD number297090 · SEC file 801-113420
Office150 N Meadows Drive Suite 220
Wexford, PA 15090
Phone(412) 879-0584
Websitewww.aspirewealtharchitects.com
Regulatory assets under management$290M
Individual clients83 non-high-net-worth, 54 high-net-worth
Financial planning clients101-250
How it chargesPercentage of assets
ServicesFinancial planning, Portfolio management
Employees4
Disciplinary disclosuresNone reported
Latest Form ADV filingMarch 30, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

  • It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
  • Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
  • It provides financial planning services, not only portfolio management.
  • It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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