Bradley Robert Alvarez
Investment adviser representative at Aspirean Wealth, LLC
16 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
16 years in the industry.
- Aspirean Wealth, LLCJun 2021 to now
- Securities America AdvisorsApr 2015 to Jun 2021
- Securities America IncMar 2013 to Jun 2021
- Legacy Advisors AgencyMar 2010 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 4987816
- Firm CRD
- 173138