Aspen Private Advisors, LLC
Aspen Private Advisors, LLC is an SEC-registered wealth manager in Sioux Falls, SD with $199.9M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Aspen Private Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297639, SEC 801-113814, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $199.9M (2026-03-26)
- Firm type
- Wealth Manager
- Location
- Sioux Falls, SD
- Employees
- 5
- Clients
- 125
- CRD
- 297639
- Ownership
- ASPEN HOLDINGS, LLC; DATHE, TODD, ROBERT; SORENSON, JEREMY, JAMES
How much AUM does Aspen Private Advisors, LLC have?
Aspen Private Advisors, LLC reported $199.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Aspen Private Advisors, LLC?
Disclosed owners and executives of Aspen Private Advisors, LLC include ASPEN HOLDINGS, LLC, DATHE, TODD, ROBERT, SORENSON, JEREMY, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.