Anvik Advisers
44yrs
Top advisor by experience in Mill Valley
2yrs
Caleb Luis is a fiduciary financial advisor in Mill Valley, California, with 2 years in the industry. Caleb joined Aspirean Wealth in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Aspirean Wealth reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 136 advisors with offices in Mill Valley, and one of 116 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office6 Knoll Lane Suite B, Mill Valley, CA 94941
FirmAspirean Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.4 million
Advisors at the firm6
States licensed ?1 state
Services through Aspirean Wealth
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Feb 2025 – nowAspirean Wealth, LLCCurrent firm
Contact Caleb
(844) 687-5342Aspirean Wealth main office 6 Knoll Lane Suite BMill Valley, CA 94941Office · Get directions Firm websitewww.aspirean.com
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Questions to ask Caleb
Tailored to Caleb’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Caleb
How do I contact Caleb?
Call Aspirean Wealth at (844) 687-5342 and ask for Caleb Luis. Caleb works from the Mill Valley, CA office.
How long has Caleb been a financial advisor?
Caleb has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Caleb hold?
Series 65. Tap any license on this page to see what it allows.
Is Caleb a fiduciary?
Caleb is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Caleb paid?
Aspirean Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Caleb for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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