Hedge Fund Database

ASPIRE WEALTH ARCHITECTS

AVALON ADVISORY GROUP LLC Legal Name

Adviser information for ASPIRE WEALTH ARCHITECTS last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Pennsylvania, United States

Employees

Total Number of Employees 5
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 4
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 483 $222.8M
Non-Discretionary 22 $4.3M
Total 505 $227.1M

Clients

Type Number RAUM
Individuals 101 $50.2M
HNW Individuals 54 $176.9M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUM

Identifiers

SEC RIA File Number 801-113420
SEC ERA File Number 801-113420
SEC CIK Numbers 1802119
SEC CRD Numbers 297090
Legal Entity Identifier None

Principal Office

150 N MEADOWS DRIVE
SUITE 220
WEXFORD
PA
United States
Monday - Friday, 9:00 - 5:00
Tel: (412) 879-0584, Fax: None

Websites

twitter.com/iancullyaspire www.aspirewealtharchitects.com twitter.com/caitlincully

Chief Compliance Officer

IAN CULLY
PRINCIPAL
150 N MEADOWS DRIVE
SUITE 220
WEXFORD
PA
United States
Tel: (412) 419-1990
(Full email address available in API data)

Regulatory Contact

CAITLIN CULLY ROSS
PRINCIPAL
150 N MEADOWS DRIVE
SUITE 220
WEXFORD
PA
United States
Tel: (412) 879-0584
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
CULLY, CAITLIN, NMN Individual – PRINCIPAL 05/2018 25-50%
CULLY, IAN Individual – PRINCIPAL, CCO 05/2018 25-50%
CULLY, JOHN, JOSEPH Individual – PRINCIPAL 05/2018 10-25%
LAUB, WALTER, ANDREW Individual – PARTNER / DIRECTOR OF FINANCIAL PLANNING 08/2021 10-25%

No. Employees, Historic

105020192020202120222023202420255 on 5/13/20195 on 3/30/20205 on 6/29/20205 on 3/31/20215 on 3/31/20225 on 10/5/20225 on 1/31/20235 on 3/31/20235 on 11/30/20235 on 3/27/2024

RAUM, Historic

300M150M02019202020212022202320242025164714375 on 5/13/2019174635231 on 3/30/2020174635231 on 6/29/2020220445997 on 3/31/2021232768061 on 3/31/2022232768061 on 10/5/2022232768061 on 1/31/2023188513777 on 3/31/2023188513777 on 11/30/2023227067342 on 3/27/2024

No. Clients, Historic

20010002019202020212022202320242025106 on 5/13/2019122 on 3/30/2020122 on 6/29/2020129 on 3/31/2021136 on 3/31/2022136 on 10/5/2022136 on 1/31/2023135 on 3/31/2023135 on 11/30/2023155 on 3/27/2024

Holdings

From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
APPLE INC COM 552K 3K –
BOK FINL CORP COM NEW 1M 13K –
FIFTH THIRD BANCORP COM 2M 55K –
ISHARES TR 7-10 YR TRSY BD 71M 754K –
ISHARES TR CORE S&P TTL STK 6M 51K –
MICROSOFT CORP COM 617K 1K –
NVIDIA CORPORATION COM 712K 6K –
SCHWAB STRATEGIC TR US BRD MKT ETF 3M 56K –
SCHWAB STRATEGIC TR INTL EQTY ETF 4M 97K –
SPDR S&P 500 ETF TR TR UNIT 219K 403 –
VANGUARD INDEX FDS S&P 500 ETF SHS 503K 1K –
VANGUARD INDEX FDS TOTAL STK MKT 107M 400K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 11M 185K –
VANGUARD STAR FDS VG TL INTL STK F 2M 36K –
WESBANCO INC COM 231K 8K –