Helen Dietz, portrait

Helen Dietz

Board of Directors at Aspiriant

Investment adviser representative in Mountain View, CA

From the SEC’s public record of this individual, checked on 17 September 2026.

Helen Dietz is a board of directors of Aspiriant, LLC, a Los Angeles-based SEC-registered investment adviser managing $18.05B. Helen has been registered through the firm since 1 February 2017, with 29 years in the industry across 2 firms, holds adviser registrations in California, Texas.

29
Years of IAPD experience
9
Years at the firm
Aspiriant
2
Adviser firms on record
2
State registrations
4
Exams passed

Counts are from the SEC record as checked on 17 September 2026. Years are measured to that date.

Role at Aspiriant#

Title on Schedule A
Board of Directors
Control
Schedule A reports Helen Dietz as a control person.
Ownership
Schedule A reports a direct ownership band under 5%. Schedule B reports the 50% to 75% band in Aspiriant Holdings S5, LLC.
Tenure
Board role since January 2025; Schedule B reports the S5 membership interest since February 2017.

The firm

Aspiriant, LLC$18.05B regulatory AUM · 105 advisory staff · 74 officesFirm profile

Title and ownership as reported on Schedules A and B of the firm's Form ADV. Ownership percentages are the SEC's reporting bands, not exact figures. View Schedule A in the filing

Career on record#

  1. ASPIRIANT, LLC1 February 2017 to present
    Mountain View, CA · 10 years · adviser representative only · firm CRD 146720
  2. STANFORD INVESTMENT GROUP, INC.8 July 1997 to 9 February 2017
    Mountain View, CA · 20 years · adviser representative only · firm CRD 10331

Investment-adviser employment history in the IAPD record, newest first. The experience figure uses IAPD's calculation date of 7 July 1997, which may differ from the earliest registration below. View the IAPD record

Registrations and exams#

California1 February 2017
Scope
Investment adviser representative
Status
Approved
Texas8 March 2019
Scope
Investment adviser representative
Status
Approved

Examinations

SIE2 February 2016
Name
Securities Industry Essentials Examination
Series 716 June 1984
Name
General Securities Representative Examination
Series 511 July 2003
Name
Municipal Fund Securities Principal Examination
Series 2423 December 1994
Name
General Securities Principal Examination

State adviser registrations currently approved, and the qualifying examinations on record. View the IAPD record

Regulatory record#

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one.

Where to check this individual's complete record, including any disciplinary history. View the IAPD record

Background#

The firm’s Schedule A lists Helen Dietz as Board of Directors. Form ADV Part 1A, Schedule A

Background statements are attributed to the named source. Firm biographies are not regulatory records.

Common questions#

What is Helen Dietz’s filed role?

The firm’s Form ADV Schedule A lists Helen Dietz as Board of Directors, with the title acquired in January 2025.

Source: Form ADV Part 1A, Schedule A

Answered from the records above.

Leadership at Aspiriant#

The other officers and owners named on the firm's Schedule A.

Sources

  1. IAPD individual record, CRD 1268071. Employment history, registrations and examinations.
  2. Form ADV Part 1A, Schedules A and B of Aspiriant, LLC, filed 21 August 2026. Title, control and ownership bands.

Retrieved 17 September 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Simple Money is not affiliated with Helen Dietz or Aspiriant, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.

Simple Money Advisors LLC is a California-registered investment adviser. This page is not investment, tax, or legal advice and is not an offer of advisory services. Verify this individual's current record at adviserinfo.sec.gov and the firm's at its IAPD record before engaging an adviser. The portrait is reproduced from the firm’s website for identification.