Caleb Daniel Luis
Investment adviser representative at Aspirean Wealth, LLC
11 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
11 years in the industry.
- Aspirean Wealth, LLCJan 2025 to now
- Aspirean WealthJun 2024 to Aug 2024
- Sports BasementJan 2021 to Dec 2024
- Rolling Hills ClubJun 2019 to Jan 2021
- San Marin High SchoolAug 2018 to Jun 2022
- Sinaloa Middle SchoolAug 2015 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8025473
- Firm CRD
- 173138