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Board of Directors · Aspiriant, LLC

Helen A. Dietz

CRD 1268071 · Named on Form ADV at one SEC-registered adviser

At a glance

Aspiriant, LLC, an SEC-registered wealth manager based in LOS Angeles, CA with $18.0 billion in regulatory assets, lists Helen A. Dietz on its Form ADV as Board of Directors, a control person.

Firms and roles

  • Aspiriant, LLCBoard of DirectorsWealth manager · LOS Angeles, CA · $18B in regulatory assets

AtlasMembers

Helen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (14)

9 more people named with Helen on the same filings, with titles and firms. Free in Atlas with a free account.

See all 14 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Helen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.