Walter A. Laub

ASPIRE WEALTH ARCHITECTS

Wexford, PA 15090

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CRD#: 5833527

Professional summary

Walter Andrew Laub, CFP® is a registered financial advisor currently at ASPIRE WEALTH ARCHITECTS located in Wexford, Pennsylvania.

Walter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Walter has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Walter Andrew Laub's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

August 22, 2018 - Present

ASPIRE WEALTH ARCHITECTS

Office #1: 150 N Meadows Drive Suite 220, Wexford, PA 15090

RIA

CRD#: 297090

Wexford, PA

Past

August 20, 2010 - July 30, 2018

WEALTHCARE CAPITAL MANAGEMENT LLC

RIA

CRD#: 111119

Austin, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ASPIRE WEALTH ARCHITECTS

ASPIRE WEALTH ARCHITECTS | AVALON ADVISORY GROUP LLC

CRD#: 297090 / SEC#: 801-113420

RIA

Registered Investment Advisory firm - (6/11/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(8/22/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/19/2010

Uniform Investment Adviser Law Examination

Current Firm

ASPIRE WEALTH ARCHITECTS

ASPIRE WEALTH ARCHITECTS | AVALON ADVISORY GROUP LLC

CRD#: 297090 / SEC#: 801-113420

RIA

Registered Investment Advisory firm - (6/11/2018 Approved)

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Contact information

Main Address

150 N Meadows Drive Suite 220, Wexford, PA 15090

Mailing Address

Phone number

(412) 879-0584

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ASPIRE WEALTH ARCHITECTS PART 2A BROCHURE 3.2025 (10/30/2025)

Regulatory assets under management

Total Number of Accounts	530
AUM (Assets Under Management)	$ 256,740,227

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Walter A. Laub

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Walter Andrew Laub's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASPIRE WEALTH ARCHITECTS

WEALTHCARE CAPITAL MANAGEMENT LLC

Primary Firm SEC Registration

ASPIRE WEALTH ARCHITECTS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/19/2010

Current Firm

ASPIRE WEALTH ARCHITECTS

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASPIRE WEALTH ARCHITECTS

TRUST BUT VERIFY

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