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ASPEN WEALTH STRATEGIES, LLC

8333 Ralston Road,
Suite 2
Arvada, Colorado 80002
Tel: (303) 421-1113

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About ASPEN WEALTH STRATEGIES, LLC

ASPEN WEALTH STRATEGIES, LLC, formally registered with the SEC as ASPEN WEALTH STRATEGIES, LLC. The firm was established in 09/17/2020. They have over 4 offices throughout the country.

ASPEN WEALTH STRATEGIES, LLC is a Arvada, Colorado based Financial Planning firm with nearly $279,717,057 assets under management, offering retirement planning & investment advisory services to 1142 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#307424
SEC#801-119473
Assets Managed by Firm$279,717,057
No. of Clients1142
No. of Advisors7

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (CONSULTING FEES)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total1142$279,717,057
Individuals (other than high net worth individuals)244$70,565,078
High net worth individuals114$199,139,108
Charitable organizations6$10,012,871

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