Marian May Jung
Investment Adviser Representative at Aspirean Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Marian May Jung is an investment adviser representative with Aspirean Wealth, LLC in Mill Valley, CA, where they have been registered since 2015. They have worked in the securities industry since 2009 and were previously registered with OPES Advisors, Inc. They have passed 2 industry qualification exams, including the Series 65 (investment adviser) and Series 22 (direct participation programs). They are registered to provide investment advice in California.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Aspirean Wealth, LLC F.K.A. Grace Financial Associates, LLCSep 2015 – no end date reportedMill Valley, CA
- ALL Western Mortgage, IncSep 2015 – Jul 2018San Rafael, CA
- ALL California Mortgage, A Subdivision OF American Pacific MortgJul 2018 – Dec 2024Larkspur, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Aspirean Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $500,000
- Estimated blended rate
- 0.016
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, investment strategy, tax strategies, evidence-based portfolio management, sustainability/impact investing, and holistic financial planning involving collaboration with attorneys and other specialists.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Mill Valley, CA
- SEC file number:
- 801-121642
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of January 29, 2026
View full firm profileOther advisors at Aspirean Wealth, LLC
5 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Marian May Jung has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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