Caitlin Cully
Aspire Wealth Architects · Wexford, Pennsylvania
Caitlin Cully is a fee-only financial advisor at Aspire Wealth Architects in Wexford, Pennsylvania. Aspire Wealth Architects reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Aspire Wealth Architects |
|---|---|
| Based in | Wexford, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $290.3M across 457 accounts |
| SEC registration | Investment adviser representative in PA · CRD 5203006 |
| Exams passed | Series 66 (2007) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.aspirewealtharchitects.com |
How Caitlin's firm compares
- Aspire Wealth Architects's average account is about $635,000, from its Form ADV (assets managed divided by 457 accounts).
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Questions about Caitlin
Is Caitlin Cully a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Caitlin holds no broker registration, and Aspire Wealth Architects reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Caitlin charge for financial advice?
Caitlin's firm, Aspire Wealth Architects, reports charging a percentage of assets on its SEC Form ADV.
Where is Caitlin Cully based?
Caitlin Cully is based in Wexford, Pennsylvania.
Is Caitlin Cully registered with the SEC?
Yes. Caitlin Cully is registered as an investment adviser representative in PA (CRD 5203006), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aspire Wealth Architects manage?
Aspire Wealth Architects reports $290.3M across 457 accounts in assets under management.
How do I contact Caitlin Cully?
Through Caitlin's website, www.aspirewealtharchitects.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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