linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Regina Wohl

Aspiriant, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Regina? Claim Your Profile

About Regina Wohl

Regina Wohl is an Investment Advisor Representative at Aspiriant, LLC and has been in the industry since January 2014. Regina is located in Mountain View, California and has been registered with the state of California since February 2022. Regina is also a Certified Financial Planner (CFP®). Aspiriant, LLC is a registered investment adviser with the Securities and Exchange Commission (SEC). The firm manages assets for individuals, families, foundations, endowments, trusts, retirement plans, and businesses. They offer financial planning, investment management, and wealth management services. Aspiriant has offices in California and Texas.

Firm Information

Regina Wohl 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Regina Wohl’s Registration & Firm History

CA

02/18/2022 - Present

Aspiriant, LLC (Mountain View CA)

Not sure if Regina Wohl is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Regina Wohl.
Not sure if Regina Wohl is right for you?