Paul Victor Grace
Investment adviser representative at Aspirean Wealth, LLC
36 yearsExperience
1 stateRegistered in
$233.2MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
36 years in the industry.
- Aspirean Wealth, LLCNov 2014 to now
- Aspirean Wealth, LLC F.K.A. Grace Financial Associates, LLCOct 2014 to now
- Tamalpais Tax Services, Inc. dba Grace Financial AssociatesJan 1990 to Dec 2024
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (CA).
Aspirean Wealth, LLC
$233.2MAssets managed
165Clients
6Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4011326
- Firm CRD
- 173138