Aspirean Wealth, LLC

Investment Advisor
in Mill Valley, CA

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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

Series 65

Years of Experience

14 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



Office Location

6 Knoll Lane Suite B
Mill Valley, CA 94941

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Aspirean Wealth, LLC Brokerage Details

Total Assets Under Management


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


CA Average: 43
Total Number of Accounts


CA Average: 3,727
Average Account Size


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

Marian Jung Work History

Marian has 14 years of experience.

2018 - Present (5 years)

All California Mortgage, A Subdivision Of American Pacific Mortg

2015 - Present (8 years)

Aspirean Wealth, LLC F.K.A. Grace Financial Associates, LLC

2015 - 2018 (3 years)

All Western Mortgage, Inc

2008 - 2015 (7 years)

Opes Advisors


Marian Jung 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

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This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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