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ASPEN PRIVATE ADVISORS, LLC
CRD 297639 · SEC 801-113814
5201 SOUTH WESTERN AVENUE, SUITE 103, SIOUX FALLS, SD, 57108, United States
Phone
605-951-9620
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$199.9M
Discretionary AUM
$199.9M
Team
5 total employees; 5 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $24.6M |
| High net worth individuals | 61 | $170.3M |
States served
MN, TX, FL, SD
All web addresses on file
Official SEC filing: View on IAPD