ASPEN WEALTH STRATEGIES, LLC

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

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 Status	Approved
Firm CRD#	307424
SEC#	801-119473
Assets Managed by Firm	$279,717,057
No. of Clients	1142
No. of Advisors	7

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 Clients	AUM
Firm Total	1142	$279,717,057
Individuals (other than high net worth individuals)	244	$70,565,078
High net worth individuals	114	$199,139,108
Charitable organizations	6	$10,012,871

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