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ASPEN WEALTH MANAGEMENT
4200 S. Hulen St.
Suite 422
Fort Worth, Texas 76109
Tel: 817-546-6353
About ASPEN WEALTH MANAGEMENT
ASPEN WEALTH MANAGEMENT, formally registered with the SEC as ASPEN WEALTH MANAGEMENT. The firm was established in 11/05/2018. They have over 2 offices throughout the country.
ASPEN WEALTH MANAGEMENT is a Fort Worth, Texas based Financial Planning firm with nearly $509,577,516 assets under management, offering retirement planning & investment advisory services to 961 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 159594 |
| SEC# | 801-114243 |
| Assets Managed by Firm | $509,577,516 |
| No. of Clients | 961 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 961 | $509,577,516 |
| Individuals (other than high net worth individuals) | 184 | $440,691,101 |
| High net worth individuals | 144 | $61,401,171 |
| Pension and profit sharing plans | 6 | $7,485,244 |
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