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Chief Client Officer · Aspiriant, LLC

Sandra L. Bragar

CRD 4533687 · 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 Sandra L. Bragar on its Form ADV as Chief Client Officer, a control person.

Firms and roles

  • Aspiriant, LLCChief Client OfficerWealth manager · LOS Angeles, CA · $18B in regulatory assets

AtlasMembers

Sandra’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 Sandra 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 Sandra’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.