Aspen Wealth Management, LLC
Aspen Wealth Management, LLC is an SEC-registered wealth manager in Fort Worth, TX with $657.8M assets under management (AUM, regulatory AUM), +29% over one year. See who owns Aspen Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 159594, SEC 801-114243, data through 2026-04-13.
- AUM (assets under management / regulatory AUM)
- $657.8M (2026-04-13)
- Firm type
- Wealth Manager
- Location
- Fort Worth, TX
- Employees
- 9
- Clients
- 353
- CRD
- 159594
- Ownership
- STEPHENS, HELEN, BARBRE; DAVIS, NATHAN, WAYNE; Davila, Michelle, R; Scholz, Candace; DAVIS, JAMES, ARLEN
How much AUM does Aspen Wealth Management, LLC have?
Aspen Wealth Management, LLC reported $657.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-13).
Who owns Aspen Wealth Management, LLC?
Disclosed owners and executives of Aspen Wealth Management, LLC include STEPHENS, HELEN, BARBRE, DAVIS, NATHAN, WAYNE, Davila, Michelle, R, Scholz, Candace, DAVIS, JAMES, ARLEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.