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ASPEN WEALTH MANAGEMENT, LLC

CRD 159594 · SEC 801-114243

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4200 S. HULEN ST., SUITE 422, FORT WORTH, TX, 76109, United States

Phone

817-546-6353

Fax

817-887-1585

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$657.8M

Discretionary AUM

$654.9M

Team

9 total employees; 6 advisory reps; 20 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-04-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingCONSULTING

Client types

TypeClientsAUM
Individuals158$82.0M
High net worth individuals188$568.6M
Corporations/business entities7$7.3M

States served

CO, TX

All web addresses on file

Official SEC filing: View on IAPD