Paul Victor Grace

Employer firm

Aspirean Wealth, LLC CRD 173138

$233M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1990 → 12/2024
  Tamalpais Tax Services, Inc. Dba Grace Financial Associates
  Mill Valley, CA
• 10/2014 → Present
  Aspirean Wealth, Llc F.K.A. Grace Financial Associates, Llc
  Mill Valley, CA

Previous Registrations

• 2012-04-27 → 2014-10-31
  Independent Financial Group, Llc
  San Diego, CA
  San Diego, CA
  Mill Valley, CA
• 2001-02-07 → 2012-05-03
  Cetera Investment Advisers Llc
  Mill Valley, CA

Other Businesses

(1) TAX PREPARER. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD. (2)PROVIDER OF LIFE INSURANCE, FIXED ANNUITIES, LONG TERM CARE AND DISABILITY. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD.

Exams

• S66 Uniform Combined State Law Examination
  1999-11-19

Other Names

• Paul Grace