ASPEN WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$657,825,724
Discretionary
$654,884,188
Non-discretionary
$2,941,536
Firm details
- CRD number
- 159594
- SEC file number
- 801-114243
- Main office
- FORT WORTH, TX, United States
- Employees
- 9
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.