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ASPEN LEAF WEALTH MANAGEMENT, PBC
CRD 165676
14143 DENVER WEST PKWY, SUITE 100, GOLDEN, CO, 80401, United States
Phone
720-593-4660
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$99.2M
Discretionary AUM
$93.7M
Team
3 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Other (specify)
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $29.4M |
| High net worth individuals | 26 | $64.3M |
| Corporations/business entities | 2 | $5.5M |
All web addresses on file
Official SEC filing: View on IAPD