Investment adviser representative · Aspiriant, LLC
Philip J. Kastenholz
CRD 4632565 · Pewaukee, WI
At a glance
Philip J. Kastenholz is an investment adviser representative with Aspiriant, LLC in Pewaukee, WI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Philip’s SEC record dates to 2003, about 23 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Aspiriant, LLCSince July 2012Pewaukee, WI · $18B in regulatory assets
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Philip’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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- John P. PetriePewaukee · Certified Financial Planner
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- Emilio V. Alix-BrantleyNew York
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