Marian
Jung
Aspirean Wealth, LLC
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About this Advisor
Marian Jung is a financial advisor working in Mill Valley, California, who has 14 years of financial industry experience. Jung is an employee of Aspirean Wealth, LLC. Jung has gained experience at Opes Advisors, Aspirean Wealth, LLC F.K.A. Grace Financial Associates, LLC, All Western Mortgage, Inc and All California Mortgage, A Subdivision Of American Pacific Mortg. Jung maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in California. Aspirean Wealth, LLC is a registered investment firm that has its headquarters in Mill Valley, California. The investment advisory business has offices in three locations and a total of seven financial advisors. It controls $139 million in total assets among its 483 customer accounts, making it one of the mid-sized firms in the country by assets under management. The firm serves two charities and foundations. Of its 483 client accounts, 40% are held by high-net-worth investors who have more than $1 million in assets available to invest. Aspirean Wealth, LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules typically vary depending on which service is provided. Fee types charged by Aspirean Wealth, LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Aspirean Wealth, LLC Brokerage Details
$138,476,035
7
483
$286,700
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Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Marian Jung Work History
Marian has 14 years of experience.
All California Mortgage, A Subdivision Of American Pacific Mortg
Aspirean Wealth, LLC F.K.A. Grace Financial Associates, LLC
All Western Mortgage, Inc
Opes Advisors
Disclosures
Marian Jung has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Aspirean Wealth, LLC
Mill Valley, CA
Mill Valley, CA
Mill Valley, CA
Saint Joseph, MI
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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