Caitlin Nmn Cully
Investment adviser representative at Aspire Wealth Architects
16 yearsExperience
1 stateRegistered in
$290.3MFirm assets
8 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Aspire Wealth ArchitectsJun 2018 to now
- Wealthcare Capital Management LLCJun 2010 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (PA).
Aspire Wealth Architects
Legal name: Avalon Advisory Group LLC
$290.3MAssets managed
137Clients
4Advisers
8 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
- 5203006
- Firm CRD
- 297090