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ASPEN WEALTH MANAGEMENT, INC.
CRD 116061 · SEC 801-62136
9300 W. 110TH STREET, SUITE 680, OVERLAND PARK, KS, 66210, United States
Phone
913-491-0500
Fax
913-491-0504
Registration
— (—)
Source
State registered
Total AUM
$83.4M
Discretionary AUM
$83.4M
Team
3 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers401(K) PLAN ADVISORY SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 69 | $20.9M |
| High net worth individuals | 33 | $62.0M |
| Charitable organizations | 2 | $472K |
All web addresses on file
Official SEC filing: View on IAPD