Aspen Wealth Management, Inc.
Aspen Wealth Management, Inc. is an SEC-registered wealth manager with $67.7M assets under management (AUM, regulatory AUM), -30% over one year. See who owns Aspen Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 116061, data through 2015-01-02.
- AUM (assets under management / regulatory AUM)
- $67.7M (2015-01-02)
- Firm type
- Wealth Manager
- Employees
- 2
- CRD
- 116061
- Ownership
- HOLSINGER, TREVOR, KYLE; SMALL, STEPHEN, JAMES; GASAL, DAVID, FRANKLIN; LAGERSTROM, CORY, LYNN; HOLSINGER, JOHANNA, BACHMAN
How much AUM does Aspen Wealth Management, Inc. have?
Aspen Wealth Management, Inc. reported $67.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2015-01-02).
Who owns Aspen Wealth Management, Inc.?
Disclosed owners and executives of Aspen Wealth Management, Inc. include HOLSINGER, TREVOR, KYLE, SMALL, STEPHEN, JAMES, GASAL, DAVID, FRANKLIN, LAGERSTROM, CORY, LYNN, HOLSINGER, JOHANNA, BACHMAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.