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Peter Lewin Schwartz

Aspiriant, LLC

Cincinnati, OH

Los Angeles, CA

CRD 4846345

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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
TX RA APPROVED_RES 2019-03-12
OH RA APPROVED 2012-07-16
  • TX RA
    APPROVED_RES
    Since 2019-03-12
  • OH RA
    APPROVED
    Since 2012-07-16

Branch Locations

201 East Fifth Street Suite 1430, Cincinnati, OH 45202 • 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 Cincinnati OH 06/2012 01/2019
Aspiriant Llc Cincinnati OH 02/2019 Present
Previous Registrations
  • 2010-10-12 → 2012-07-09
    Aspiriant Investment Advisors, Llc
    Cincinnati, OH
    Cincinnati, OH
  • 2004-08-30 → 2010-10-08
    Deloitte Investment Advisors Llc
    Cincinnati, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-08-17
S65 Uniform Investment Adviser Law Examination 2004-08-02
  • S63 Uniform Securities Agent State Law Examination
    2004-08-17
  • S65 Uniform Investment Adviser Law Examination
    2004-08-02

View on SEC IAPD

Nearby Firms

QUEEN CITY CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
BAHL & GAYNOR LLC

Nearby Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS

Nearby Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH

More in Cincinnati, OH

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