Bradley
Alvarez

Aspirean Wealth, LLC

CRD#4987816
Investment Advisor
in Mill Valley, CA

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About this Advisor

Bradley Alvarez is a financial advisor operating out of Mill Valley, California, who has been in the financial industry for 12 years. Alvarez currently works for Aspirean Wealth, LLC. Over the course of their career, Alvarez has held roles at Securities America Inc, Legacy Advisors Agency, Securities America Advisors and Aspirean Wealth, LLC. Alvarez holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to advise clients in Indiana. Aspirean Wealth, LLC is a registered investment firm that has its headquarters in Mill Valley, California. The firm has offices in three locations and a total of seven financial advisors. It handles $139 million in assets across its 483 accounts, making it one of the mid-sized firms in the country by assets under management. The firm provides services to two charities and foundations. Of its 483 client accounts, 40% are associated with high-net-worth investors who have greater than $1 million in investable assets. The advisory firm has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules largely vary depending on which services are provided. However, fees billed by Aspirean Wealth, LLC can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

6 Knoll Lane Suite B
Mill Valley, CA 94941

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Aspirean Wealth, LLC Brokerage Details

Total Assets Under Management

$138,476,035

CA Average: $7,578,581,321
Total Number of Employees

7

CA Average: 43
Total Number of Accounts

483

CA Average: 3,727
Average Account Size

$286,700

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Bradley Alvarez Work History

Bradley has 12 years of experience.

2021 - Present (2 years)

Aspirean Wealth, LLC

2015 - 2021 (6 years)

Securities America Advisors

2013 - 2021 (8 years)

Securities America Inc

2010 - 2021 (11 years)

Legacy Advisors Agency

Disclosures

Bradley Alvarez has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Aspirean Wealth, LLC

Bradley Alvarez
Mill Valley, CA
Christopher Winkler
Mill Valley, CA
Marian Jung
Mill Valley, CA
Kathleen Confer
Saint Joseph, MI
Paul Grace
Mill Valley, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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