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Building 2ASPEN WEALTH MANAGEMENT, LLC

Map pinFORT WORTH, TX
Phone817-546-6353
NotebookSEC #801-114243
Total AUM
$657.8M
Employees
9
Clients
353

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4200 S. HULEN ST.
SUITE 422
FORT WORTH
TX 76109
United States
Operating Hours
8:30 AM - 4:30 PM
BY APPOINTMENT ONLY
Phone
817-546-6353
Other Offices
1

ReceiptFinancials

Total AUM
$657.8M
Accounts
1,121
Discretionary
$654.9M
Accounts
1,063
Non-Discretionary
$2.9M
Accounts
58

ContactClients

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Individual Clients
158
AUM
$82M
HNW Individual Clients
188
AUM
$568.6M
Corporation or Business Clients
7
AUM
$7.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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