8333 Ralston Road,
Suite 2
Arvada, Colorado 80002
Tel: (303) 421-1113
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$239,345,489,058 | 6602 | 978 | |
$134,279,160,181 | 188739 | 766 | |
$81,139,239,094 | 82 | 81 | |
$65,938,129,807 | 135 | 60 | |
$64,880,528,684 | 154 | 305 |
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