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Mark Petrie

Aspiriant, LLC

San Diego, CA

Los Angeles, CA

CRD 2289565

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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
CA RA APPROVED 2026-01-07
TX RA APPROVED 2016-01-04
  • CA RA
    APPROVED
    Since 2026-01-07
  • TX RA
    APPROVED
    Since 2016-01-04

Branch Locations

12481 High Bluff Drive Suite 110, San Diego, CA 92130 • 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 Solana Beach CA 01/2016 01/2019
Aspiriant Llc Solana Beach CA 02/2019 Present
Previous Registrations
  • 2004-04-01 → 2016-01-04
    Hokanson Associates, Inc.
    Solana Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-10-06
  • S65 Uniform Investment Adviser Law Examination
    1992-10-06
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Mark Douglas Petrie

View on SEC IAPD

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