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Bradley Robert Alvarez

Aspirean Wealth, LLC

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About Bradley Robert Alvarez

Bradley Alvarez is an investment advisor representative with Aspirean Wealth, LLC. Bradley has been in the industry since 2005. Bradley is registered with the state of Indiana. Bradley is a Series 6, 7, 26, 63, and 66 licensed investment advisor representative and holds the SIE license. Bradley has experience working for Securities America, Inc. and World Group Securities, Inc..

Firm Information

Bradley Alvarez is currently registered with Aspirean Wealth, LLC. Aspirean Wealth, LLC is a registered investment advisor located in Mill Valley, CA. The firm manages approximately $158.8 million in assets for individuals, high-net-worth individuals, charities, pension and profit-sharing plans, and other entities. They offer financial planning and portfolio management services.
Aspirean Wealth, LLC

6 KNOLL LANE

MILL VALLEY, CA 94941

$158.83M

Assets Under Management

1

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bradley Alvarez’s Registration & Firm History

CA

06/25/2021 - Present

Aspirean Wealth, LLC (MILL VALLEY CA)

IN

06/03/2013 - 06/01/2021

SECURITIES AMERICA, INC. (CHESTERTON IN)

IN

08/26/2005 - 12/31/2009

WORLD GROUP SECURITIES, INC. (MERRILLVILLE IN)

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Licenses & Designations

BOTH

Issued 06/24/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/02/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/07/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/31/2013

Series 7 - General Securities Representative Examination

BC

Issued 08/25/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bradley Robert Alvarez.
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