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John Patrick Petrie

Aspiriant, LLC

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About John Patrick Petrie

John Patrick Petrie is an investment advisor representative at Aspiriant, LLC, with over 20 years of experience in the financial services industry. John has passed the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination. John has been registered with the state of Wisconsin since July 2012 and the state of Texas since June 2021. John is a Certified Financial Planner and specializes in Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, and Portfolio Management for Investment Companies. Aspiriant, LLC is a registered investment advisor with offices in Los Angeles, California and Pewaukee, Wisconsin. Aspiriant, LLC has approximately 11,103 accounts under management, with approximately $14,831,440,000 in assets under management.

Firm Information

John Petrie is currently registered with Aspiriant, LLC. Aspiriant, LLC is a registered investment advisor headquartered in Los Angeles, CA. The firm provides a range of financial planning and investment management services to a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and investment companies. Aspiriant manages approximately $14.83 billion in regulatory assets under management, with a focus on discretionary portfolio management. The firm also offers educational seminars and publications, as well as selection of other advisors, in support of its clients' financial goals.
Aspiriant, LLC

11100 SANTA MONICA BLVD

LOS ANGELES, CA 90025

$14.83B

Assets Under Management

26

Total Clients

63

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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John Petrie’s Registration & Firm History

WI

07/09/2012 - Present

Aspiriant, LLC (Pewaukee WI)

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Licenses & Designations

BC

Issued 01/27/2003

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/15/1997

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Patrick Petrie.
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