Christopher
Winkler

Aspirean Wealth, LLC

CRD#2942476
Investment Advisor
in Mill Valley, CA

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About this Advisor

Christopher Winkler is a financial advisor working out of Mill Valley, California, with 13 years of financial industry experience. Winkler is currently employed by Aspirean Wealth, LLC. Throughout their career, Winkler has worked at Securities America Inc, Securities America Advisors, Inc and Aspirean Wealth, LLC. Winkler maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in California, Indiana and Texas. Aspirean Wealth, LLC is a financial advisory firm headquartered in Mill Valley, California. It has offices in three locations and a total of seven advisors. It controls $139 million in assets under management across its 483 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm provides services to two charities and foundations. Of its 483 client accounts, 40% are held by high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services vary depending on which services the firm provides the client. However, fee types billed by Aspirean Wealth, LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 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

Yes

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

Christopher Winkler Work History

Christopher has 13 years of experience.

2021 - Present (2 years)

Aspirean Wealth, LLC

2010 - 2021 (11 years)

Securities America Advisors, Inc

2009 - 2021 (12 years)

Securities America Inc

Disclosures

Christopher Winkler has 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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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