Aspirean Wealth, LLC

Investment Advisor
in Mill Valley, CA

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About this Advisor

Paul Grace is a financial advisor working out of Mill Valley, California, who has 32 years in the industry. Grace is on the advisory team at Aspirean Wealth, LLC. The advisor has gained experience at Tamalpais Tax Services, Inc Dba Grace Financial Associates, Genworth Financial Securities Corporation, Genworth Financial Advisers Corporation, Independent Financial Group and Aspirean Wealth, LLC F.K.A. Grace Financial Associates, LLC. Grace maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in California and Texas. Aspirean Wealth, LLC is a registered investment business based out of Mill Valley, California. The company has offices in three locations and a total of seven employees. It controls $139 million in assets across its 483 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm advises 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. Aspirean Wealth, LLC performs 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 usually depend on which services the firm provides the client. Fee types charged by Aspirean Wealth, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

32 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

Paul Grace Work History

Paul has 32 years of experience.

2014 - Present (9 years)

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

1990 - Present (33 years)

Tamalpais Tax Services, Inc Dba Grace Financial Associates

2012 - 2014 (2 years)

Independent Financial Group

2001 - 2012 (11 years)

Genworth Financial Advisers Corporation

1999 - 2012 (13 years)

Genworth Financial Securities Corporation


Paul Grace 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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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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