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David Edward Muchow

Aspiriant, LLC

Pewaukee, WI

Los Angeles, CA

CRD 4992026

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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 2026-03-23
WI RA APPROVED 2014-02-07
  • TX RA
    APPROVED
    Since 2026-03-23
  • WI RA
    APPROVED
    Since 2014-02-07

Branch Locations

N19W24200 Riverwood Dr Suite 320, Pewaukee, WI 53188 • 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 Milwaukee WI 06/2012 12/2017
Aspiriant Llc Milwaukee WI 01/2018 01/2019
Aspiriant Llc Milwaukee WI 02/2019 Present
Previous Registrations
  • 2006-10-18 → 2010-10-08
    Deloitte Investment Advisors Llc
    Cincinnati, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-09-30
S65 Uniform Investment Adviser Law Examination 2006-09-09
  • S63 Uniform Securities Agent State Law Examination
    2006-09-30
  • S65 Uniform Investment Adviser Law Examination
    2006-09-09
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PARK AVENUE SECURITIES LLC
LASALLE INVESTMENT ADVISORS, INC.

Nearby Investors

GREGORY NEBEL
MATTHEW WINTERS
DREW ALAN HEBBE

Nearby Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PEWAUKEE, WI
PARK AVENUE SECURITIES LLC · PEWAUKEE, WI
LASALLE INVESTMENT ADVISORS, INC. · PEWAUKEE, WI

More in Pewaukee, WI

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