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Bradley Alan Weber

Aspiriant, LLC

Minnetonka, MN

Los Angeles, CA

CRD 4651102

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Employer firm

Aspiriant, LLC CRD 146720

$18.0B regulatory AUM 24 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Aspiriant, Llc

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-01-07
  • MN RA
    APPROVED
    Since 2026-01-07

Branch Locations

601 Tower At Carlson Center Suite 235 601 Carlson Parkway, Minnetonka, MN 55305 • United States

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aspiriant, Llc Minneapolis MN 06/2012 01/2019
Aspiriant Llc Minneapolis MN 02/2019 Present
Previous Registrations
  • 2003-09-17 → 2010-10-08
    Deloitte Investment Advisors Llc
    Minneapolis, MN
    Cincinnati, OH
    Minneapolis, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-07-30
S63 Uniform Securities Agent State Law Examination 2002-11-22
  • S65 Uniform Investment Adviser Law Examination
    2003-07-30
  • S63 Uniform Securities Agent State Law Examination
    2002-11-22

View on SEC IAPD

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