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Caleb Daniel Luis

Aspirean Wealth, LLC

Mill Valley, CA

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Current Employers
Aspirean Wealth, Llc

6 Knoll Lane Suite B, Mill Valley, CA 94941 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-02-21
  • CA RA
    APPROVED
    Since 2025-02-21

Branch Locations

6 Knoll Lane Suite B, Mill Valley, CA 94941 • 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
Rolling Hills Club Novato CA 06/2019 01/2021
Sports Basement Novato CA 01/2021 12/2024
Aspirean Wealth Mill Valley CA 06/2024 08/2024
San Marin High School Novato CA 08/2018 06/2022
Sinaloa Middle School Novato CA 08/2015 08/2018
Aspirean Wealth Mill Valley CA 01/2025 Present
  • 06/2019 → 01/2021
    Rolling Hills Club
    Novato, CA
  • 01/2021 → 12/2024
    Sports Basement
    Novato, CA
  • 06/2024 → 08/2024
    Aspirean Wealth
    Mill Valley, CA
  • 08/2018 → 06/2022
    San Marin High School
    Novato, CA
  • 08/2015 → 08/2018
    Sinaloa Middle School
    Novato, CA
  • 01/2025 → Present
    Aspirean Wealth
    Mill Valley, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-21
  • S65 Uniform Investment Adviser Law Examination
    2025-02-21

View on SEC IAPD

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CHRISTOPHER JOHN ANTONIO

Other Offices

PRIVATE WEALTH PARTNERS, LLC · MILL VALLEY, CA
DIPSEA CAPITAL, LLC · MILL VALLEY, CA
OSAIC WEALTH, INC. · Mill Valley, CA
SCHMITZ CAPITAL PARTNERS, LLC · MILL VALLEY, CA
BAYHUNT CAPITAL LLC · MILL VALLEY, CA
BOLDIN ADVISORS · MILL VALLEY, CA
URBAN INVESTMENT ADVISORS · MILL VALLEY, CA
COMMONWEALTH FINANCIAL NETWORK · Mill Valley, CA

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