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ASPEN WEALTH STRATEGIES, LLC
CRD 307424 · SEC 801-119473
8333 RALSTON ROAD,, SUITE 2, ARVADA, CO, 80002, United States
Phone
(303) 421-1113
Fax
303-421-2301
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$312.2M
Discretionary AUM
$309.1M
Team
7 total employees; 6 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; CONSULTING FEES
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 248 | $80.8M |
| High net worth individuals | 115 | $224.4M |
States served
AZ, CO, LA, NE, WY, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD