Aspen Wealth Strategies, LLC
Aspen Wealth Strategies, LLC is an SEC-registered mass-market adviser in Arvada, CO with $312.2M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Aspen Wealth Strategies, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 307424, SEC 801-119473, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $312.2M (2026-02-25)
- Firm type
- Mass-Market Adviser
- Location
- Arvada, CO
- Employees
- 7
- Clients
- 363
- CRD
- 307424
- Ownership
- MCCLAFLIN, ANDY, DON; BOWMAN, RYAN, MICHAEL; FAIRCLOTH, JOEL, PATRICK; ANDERSON, AMBER, KELLY; HENGEL, CADE, NATHANIEL
How much AUM does Aspen Wealth Strategies, LLC have?
Aspen Wealth Strategies, LLC reported $312.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Aspen Wealth Strategies, LLC?
Disclosed owners and executives of Aspen Wealth Strategies, LLC include MCCLAFLIN, ANDY, DON, BOWMAN, RYAN, MICHAEL, FAIRCLOTH, JOEL, PATRICK, ANDERSON, AMBER, KELLY, HENGEL, CADE, NATHANIEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.