ASPEN WEALTH STRATEGIES, LLC
SEC Form ADV profile.
Total regulatory AUM
$312,179,003
Discretionary
$309,103,704
Non-discretionary
$3,075,299
Firm details
- CRD number
- 307424
- SEC file number
- 801-119473
- Main office
- ARVADA, CO, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.