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 2 offices throughout the country.

ASPEN WEALTH STRATEGIES, LLC is a Arvada, Colorado based Financial Planning firm with nearly $226,300,769 assets under management, offering retirement planning & investment advisory services to 1075 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307424
SEC#	801-119473
Assets Managed by Firm	$226,300,769
No. of Clients	1075
No. of Advisors	8

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Other(CONSULTING FEES)

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals

Firm Client Information

	No. of Clients	AUM
Firm Total	1075	$226,300,769
Individuals (other than high net worth individuals)	295	$77,426,446
High net worth individuals	72	$136,829,600
Charitable organizations	7	$12,044,723

Inquire with ASPEN WEALTH STRATEGIES, LLC

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