Pratibha Yadav
Investment adviser representative at Aspiriant, LLC
12 yearsExperience
1 stateRegistered in
$18BFirm assets
18 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
- Seminars and workshops
Experience
12 years in the industry.
- Aspiriant, LLCJan 2023 to now
- Aspiriant, LLCMar 2022 to Dec 2022
- Aspiriant, LLCFeb 2020 to Feb 2022
- HomemakerJan 2020 to Feb 2020
- Sage PublicationsAug 2018 to Dec 2019
- Clsa LtdJul 2017 to Jul 2018
- Extended TravelApr 2017 to Jun 2017
- London School of EconomicsOct 2014 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Aspiriant, LLC
$18BAssets managed
2,357Clients
73Advisers
18 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
- 7715359
- Firm CRD
- 146720