Hedge Fund Database

ASPYRE WEALTH PARTNERS

KOESTEN HIRSCHMANN & CRABTREE, INC. Legal Name

Adviser information for ASPYRE WEALTH PARTNERS last updated from Form ADV on March 22nd, 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 Corporation
Fiscal Year End DECEMBER
Legal Location Kansas, United States

Employees

Total Number of Employees 14
Investment Advisory/Research 11
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 8
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,295 $534.8M
Non-Discretionary 0 $0
Total 1,295 $534.8M

Clients

Type Number RAUM
Individuals 183 $70.1M
HNW Individuals 153 $464.7M
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 65
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesEducational seminars/workshops
Compensation % of AUMHourly chargesFixed feesNET WORTH

Identifiers

SEC RIA File Number 801-57971
SEC ERA File Number 801-57971
SEC CIK Numbers 1963421
SEC CRD Numbers 107212
Legal Entity Identifier None

Principal Office

10000 COLLEGE BLVD., SUITE 260
OVERLAND PARK
KS
United States
Monday - Friday, 8 A.M. - 5 P.M.
Tel: 913-345-1881, Fax: 913-345-1810

Websites

www.linkedin.com/company/aspyrewealth/ www.facebook.com/aspyrewealthpartners/ twitter.com/aspyrewealthkc www.youtube.com/channel/ucsn9mh-5art4nnp0xcgajsg www.instagram.com/aspyrewealthkc/ aspyrewealth.com

Chief Compliance Officer

COLLEEN WYSONG
DIRECTOR OF OPERATIONS
10000 COLLEGE BLVD., SUITE 260
OVERLAND PARK
KS
United States
Tel: 913-345-1881
Fax: 913-345-1810
(Full email address available in API data)

Regulatory Contact

GARY CLAYTON
COMPLIANCE CONSULTANT
PO BOX 10254
KNOXVILLE
TN
United States
Tel: 865-770-1024
(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
KOESTEN, STEWART, SOLOMON Individual – CHIEF EXECUTIVE OFFICER 12/1996 10-25%
STARKEY, MATTHEW, DAVID Individual – PRESIDENT AND SHAREHOLDER 06/2002 50-75%
BUCL, LUCAS, JAMES Individual – SHAREHOLDER 01/2022 10-25%
Wysong, Colleen, Marie Individual – CHIEF COMPLIANCE OFFICER 04/2022 < 5%
Chadd, JESSI, LYN Individual – DIRECTOR OF WEALTH MANAGEMENT 01/2022 10-25%

No. Employees, Historic

20100201920202021202220232024202513 on 9/13/201915 on 3/10/202015 on 5/19/202015 on 6/24/202015 on 3/9/202115 on 6/2/202115 on 6/17/202115 on 8/18/202116 on 3/14/202216 on 4/1/202216 on 5/26/202216 on 5/27/202216 on 10/25/202216 on 10/25/202214 on 3/14/202314 on 7/25/202314 on 8/23/202314 on 10/13/202314 on 10/14/202314 on 3/22/2024

RAUM, Historic

600M300M02019202020212022202320242025345037622 on 9/13/2019395080249 on 3/10/2020395080249 on 5/19/2020395080249 on 6/24/2020451607944 on 3/9/2021451607944 on 6/2/2021451607944 on 6/17/2021451607944 on 8/18/2021516970077 on 3/14/2022516970077 on 4/1/2022516970077 on 5/26/2022516970077 on 5/27/2022516970077 on 10/25/2022516970077 on 10/25/2022468355301 on 3/14/2023468355301 on 7/25/2023468355301 on 8/23/2023468355301 on 10/13/2023468355301 on 10/14/2023534833453 on 3/22/2024

No. Clients, Historic

40020002019202020212022202320242025270 on 9/13/2019259 on 3/10/2020259 on 5/19/2020259 on 6/24/2020276 on 3/9/2021276 on 6/2/2021276 on 6/17/2021276 on 8/18/2021292 on 3/14/2022292 on 4/1/2022292 on 5/26/2022292 on 5/27/2022292 on 10/25/2022292 on 10/25/2022327 on 3/14/2023327 on 7/25/2023327 on 8/23/2023327 on 10/13/2023327 on 10/14/2023336 on 3/22/2024

Holdings

From latest 13F, filed September 6th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
MICROSOFT CORP COM 3K 7 –
PEPSICO INC COM 2K 12 –
PROCTER AND GAMBLE CO COM 2K 15 –
SCHWAB STRATEGIC TR INTL EQTY ETF 403K 10K –
SCHWAB STRATEGIC TR SCHWAB FDT US LG 2M 24K –
SCHWAB STRATEGIC TR US LCAP GR ETF 25K 266 –
SCHWAB STRATEGIC TR US LRG CAP ETF 640K 10K –
SCHWAB STRATEGIC TR US REIT ETF 1K 59 –
SCHWAB STRATEGIC TR US SML CAP ETF 190K 4K –
SPDR S&P 500 ETF TR TR UNIT 3K 5 –
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 522 11 –
VANGUARD INDEX FDS LARGE CAP ETF 255K 1K –
VANGUARD INDEX FDS SM CP VAL ETF 2K 10 –
VANGUARD INDEX FDS SMALL CP ETF 423K 2K –
VANGUARD INDEX FDS VALUE ETF 4K 26 –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 914 22 –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 2K 47 –
APPLE INC COM 14K 83 –
ISHARES INC CORE MSCI EMKT 127K 2K –
ISHARES TR CORE MSCI EAFE 267K 4K –
ISHARES TR CORE S&P MCP ETF 197K 3K –
ISHARES TR CORE S&P500 ETF 189K 360 –
ISHARES TR CORE US AGGBD ET 2K 21 –
3M CO COM 35K 330 –
ABBVIE INC COM 5K 30 –
ADTRAN HOLDINGS INC COM 294K 54K –
AKAMAI TECHNOLOGIES INC COM 2K 16 –
ALIGNMENT HEALTHCARE INC COM 75 15 –
ALPHABET INC CAP STK CL A 219K 1K –
ALPHABET INC CAP STK CL C 128K 840 –
ALTRIA GROUP INC COM 7K 160 –
AMAZON COM INC COM 69K 383 –
AMEREN CORP COM 20K 275 –
AMGEN INC COM 71K 251 –
APPLE INC COM 2M 11K –
ARCHROCK INC COM 3K 135 –
ARES CAPITAL CORP COM 11K 538 –
ARES MANAGEMENT CORPORATION CL A COM STK 70K 525 –
ARISTA NETWORKS INC COM 42K 144 –
ARM HOLDINGS PLC SPONSORED ADR 25K 200 –
AT&T INC COM 32K 2K –
BLOCK H & R INC COM 983 20 –
BP PLC SPONSORED ADR 41K 1K –
BRISTOL-MYERS SQUIBB CO COM 77K 1K –
BROADCOM INC COM 77K 58 –
CABOT CORP COM 2K 17 –
CAPITOL FED FINL INC COM 26K 4K –
CBRE GROUP INC CL A 2K 25 –
CF INDS HLDGS INC COM 2K 30 –
CGI INC CL A SUB VTG 6K 55 –
CHARGEPOINT HOLDINGS INC COM CL A 591 311 –
CHARLES RIV LABS INTL INC COM 2K 8 –
CHEVRON CORP NEW COM 32K 200 –
CHURCH & DWIGHT CO INC COM 43K 414 –
CIRRUS LOGIC INC COM 2K 17 –
CLEAN ENERGY FUELS CORP COM 108 40 –
CLOROX CO DEL COM 38K 250 –
COCA COLA CO COM 1K 17 –
COLGATE PALMOLIVE CO COM 480K 5K –
COSTCO WHSL CORP NEW COM 219K 299 –
D R HORTON INC COM 2K 13 –
DBX ETF TR XTRACK MSCI EAFE 43K 1K –
DELL TECHNOLOGIES INC CL C 115K 1K –
DELTA AIR LINES INC DEL COM NEW 47 1 –
DEXCOM INC COM 205 1 –
DHT HOLDINGS INC SHS NEW 45 4 –
DICKS SPORTING GOODS INC COM 8K 37 –
DILLARDS INC CL A 15K 32 –
DISNEY WALT CO COM 67K 551 –
DNP SELECT INCOME FD INC COM 57K 6K –
DRAFTKINGS INC NEW COM CL A 46 1 –
ENTERPRISE PRODS PARTNERS L COM 67K 2K –
EPR PPTYS COM SH BEN INT 26K 603 –
EVERGY INC COM 8K 151 –
EXXON MOBIL CORP COM 33K 284 –
FIDELITY COVINGTON TRUST MSCI RL EST ETF 12K 455 –
FIDELITY MERRIMACK STR TR TOTAL BD ETF 7K 161 –
FIRSTCASH HOLDINGS INC COM 2K 14 –
FLAHERTY & CRUMRINE PFD SECS COM 3K 186 –
FORD MTR CO DEL COM 3K 200 –
FORMFACTOR INC COM 2K 45 –
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 10K 2K –
FUBOTV INC COM 158 100 –
GARMIN LTD SHS 118K 792 –
GATX CORP COM 2K 18 –
HARTFORD FINL SVCS GROUP INC COM 16K 159 –
HENRY JACK & ASSOC INC COM 226K 1K –
HOME DEPOT INC COM 49K 127 –
HOULIHAN LOKEY INC CL A 2K 18 –
HUNTINGTON INGALLS INDS INC COM 2K 6 –
INTEL CORP COM 5K 108 –
INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 47 1 –
INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 218K 2K –
INVESCO QQQ TR UNIT SER 1 143K 323 –
ISHARES INC CORE MSCI EMKT 3M 66K –
ISHARES INC ESG AWR MSCI EM 33K 1K –
ISHARES TR 3 7 YR TREAS BD 17K 144 –
ISHARES TR CORE MSCI EAFE 10M 129K –
ISHARES TR CORE MSCI TOTAL 3K 38 –
ISHARES TR CORE S&P MCP ETF 1M 17K –
ISHARES TR CORE S&P SCP ETF 3M 25K –
ISHARES TR CORE S&P TTL STK 6K 48 –
ISHARES TR CORE S&P US VLU 467K 5K –
ISHARES TR CORE S&P500 ETF 3M 6K –
ISHARES TR CORE US AGGBD ET 61K 620 –
ISHARES TR CRE U S REIT ETF 538 10 –
ISHARES TR EAFE VALUE ETF 52K 954 –
ISHARES TR ESG AW MSCI EAFE 118K 1K –
ISHARES TR ESG AWARE AGGRSV 57K 2K –
ISHARES TR ESG AWARE MSCI 84K 2K –
ISHARES TR ESG MSCI USA ETF 11K 238 –
ISHARES TR IBDS DEC28 ETF 124K 5K –
ISHARES TR IBONDS 27 ETF 123K 5K –
ISHARES TR IBONDS 29 TRM TS 160K 7K –
ISHARES TR IBONDS DEC 2030 125K 6K –
ISHARES TR IBONDS DEC 2031 579K 28K –
ISHARES TR IBONDS DEC 2032 127K 5K –
ISHARES TR IBONDS DEC 2033 127K 5K –
ISHARES TR IBONDS DEC 29 125K 5K –
ISHARES TR IBONDS DEC2026 122K 5K –
ISHARES TR IBONDS DEC24 ETF 127K 5K –
ISHARES TR IBONDS DEC25 ETF 121K 5K –
ISHARES TR ISHARES BIOTECH 10K 72 –
ISHARES TR ISHARES SEMICDTR 87K 384 –
ISHARES TR RUS 1000 ETF 51K 177 –
ISHARES TR RUS 1000 GRW ETF 82K 242 –
ISHARES TR RUS 1000 VAL ETF 2K 14 –
ISHARES TR RUS MD CP GR ETF 165K 1K –
ISHARES TR RUS MDCP VAL ETF 139K 1K –
ISHARES TR RUS MID CAP ETF 88K 1K –
ISHARES TR RUSSELL 2000 ETF 105K 500 –
ISHARES TR S&P 500 GRWT ETF 385K 5K –
ISHARES TR S&P 500 VAL ETF 440K 2K –
ISHARES TR S&P SML 600 GWT 61K 465 –
ISHARES TR SELECT DIVID ETF 67K 541 –
ISHARES TR US AER DEF ETF 12K 90 –
J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 29K 540 –
JOHNSON & JOHNSON COM 9K 60 –
KENVUE INC COM 1K 56 –
KEYCORP COM 1K 68 –
KINDER MORGAN INC DEL COM 10K 537 –
KROGER CO COM 88 2 –
KYNDRYL HLDGS INC COMMON STOCK 2K 76 –
LUMEN TECHNOLOGIES INC COM 479 307 –
MANAGED PORTFOLIO SERIES TORTOISE NRAM PI 53K 2K –
MEDTRONIC PLC SHS 123 1 –
META PLATFORMS INC CL A 24K 50 –
MICRON TECHNOLOGY INC COM 12K 100 –
MICROSOFT CORP COM 936K 2K –
MOLSON COORS BEVERAGE CO CL B 740 11 –
MONDELEZ INTL INC CL A 53K 761 –
MONOLITHIC PWR SYS INC COM 3K 4 –
MOOG INC CL A 2K 14 –
MYRIAD GENETICS INC COM 1K 55 –
NETFLIX INC COM 511K 842 –
NIO INC SPON ADS 450 100 –
NUSHARES ETF TR NUVEEN ESG EMRGN 35K 1K –
NUSHARES ETF TR NUVEEN ESG SMLCP 41K 990 –
NVIDIA CORPORATION COM 27K 30 –
OCCIDENTAL PETE CORP *W EXP 08/03/202 475 11 –
OCCIDENTAL PETE CORP COM 6K 88 –
ORACLE CORP COM 38K 304 –
PALO ALTO NETWORKS INC COM 49K 172 –
PEPSICO INC COM 213K 1K –
PFIZER INC COM 38K 1K –
PG&E CORP COM 14K 856 –
PHILLIPS 66 COM 94K 574 –
PINTEREST INC CL A 3K 100 –
PRINCIPAL FINANCIAL GROUP IN COM 9K 103 –
PROCTER AND GAMBLE CO COM 342K 2K –
PRUDENTIAL FINL INC COM 2K 14 –
RAYMOND JAMES FINL INC COM 2K 17 –
REINSURANCE GRP OF AMERICA I COM NEW 3K 14 –
REPUBLIC SVCS INC COM 2K 9 –
ROBLOX CORP CL A 8K 200 –
ROKU INC COM CL A 7K 100 –
RYDER SYS INC COM 2K 17 –
SALESFORCE INC COM 302 1 –
SCHWAB CHARLES CORP COM 55K 765 –
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 3M 106K –
SCHWAB STRATEGIC TR INTL EQTY ETF 20M 514K –
SCHWAB STRATEGIC TR SCHWAB FDT US BM 166K 3K –
SCHWAB STRATEGIC TR SCHWAB FDT US LG 38M 558K –
SCHWAB STRATEGIC TR US AGGREGATE B 4K 77 –
SCHWAB STRATEGIC TR US DIVIDEND EQ 40K 500 –
SCHWAB STRATEGIC TR US LCAP GR ETF 6K 65 –
SCHWAB STRATEGIC TR US LCAP VA ETF 1M 16K –
SCHWAB STRATEGIC TR US LRG CAP ETF 18M 284K –
SCHWAB STRATEGIC TR US MID-CAP ETF 2M 20K –
SCHWAB STRATEGIC TR US SML CAP ETF 3M 65K –
SELECT SECTOR SPDR TR RL EST SEL SEC 5K 121 –
SELECT SECTOR SPDR TR SBI HEALTHCARE 128K 864 –
SELECT SECTOR SPDR TR SBI INT-UTILS 34K 520 –
SMITH A O CORP COM 3K 29 –
SNAP INC CL A 574 50 –
SONOS INC COM 2K 100 –
SOUTHWEST AIRLS CO COM 9K 310 –
SPDR S&P 500 ETF TR TR UNIT 245K 469 –
SPDR SER TR PORTFOLIO S&P400 4K 72 –
SPDR SER TR PORTFOLIO SHORT 20K 659 –
SPDR SER TR SPDR S&P 500 ETF 208K 5K –
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 2K 53 –
STARBUCKS CORP COM 732 8 –
TESLA INC COM 108K 615 –
TEXTRON INC COM 46K 478 –
THE CIGNA GROUP COM 34K 94 –
T-MOBILE US INC COM 34K 208 –
TRACTOR SUPPLY CO COM 20K 77 –
UMB FINL CORP COM 295K 3K –
UNION PAC CORP COM 12K 48 –
UNITED PARCEL SERVICE INC CL B 350 2 –
UNITEDHEALTH GROUP INC COM 49K 100 –
UNITI GROUP INC COM 42 7 –
US BANCORP DEL COM NEW 1K 23 –
VANGUARD BD INDEX FDS TOTAL BND MRKT 45K 625 –
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 4K 89 –
VANGUARD INDEX FDS GROWTH ETF 128K 373 –
VANGUARD INDEX FDS LARGE CAP ETF 20M 85K –
VANGUARD INDEX FDS MID CAP ETF 19K 75 –
VANGUARD INDEX FDS REAL ESTATE ETF 55K 640 –
VANGUARD INDEX FDS SMALL CP ETF 12M 52K –
VANGUARD INDEX FDS SML CP GRW ETF 18K 68 –
VANGUARD INDEX FDS TOTAL STK MKT 258K 994 –
VANGUARD INDEX FDS VALUE ETF 120K 738 –
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 9K 162 –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92K 1K –
VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 107K 460 –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 324K 6K –
VANGUARD WORLD FD ENERGY ETF 9K 68 –
VANGUARD WORLD FD ESG INTL STK ETF 52K 900 –
VANGUARD WORLD FD INF TECH ETF 98K 186 –
VERIZON COMMUNICATIONS INC COM 25K 606 –
VIATRIS INC COM 2K 163 –
WALMART INC COM 87K 1K –
WARNER BROS DISCOVERY INC COM SER A 184 21 –
WEBSTER FINL CORP COM 1K 27 –
WISDOMTREE TR EMG MKTS SMCAP 7K 131 –
WOODWARD INC COM 2K 14 –
XCEL ENERGY INC COM 10K 192 –
YUM BRANDS INC COM 278 2 –
ZIONS BANCORPORATION N A COM 10K 228 –