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Building 2ASPEN WEALTH STRATEGIES, LLC

Map pinARVADA, CO
Phone(303) 421-1113
NotebookSEC #801-119473
Total AUM
$312.2M
Employees
7
Clients
364

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8333 RALSTON ROAD,
SUITE 2
ARVADA
CO 80002
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
(303) 421-1113
Other Offices
3

ReceiptFinancials

Total AUM
$312.2M
Accounts
1,173
Discretionary
$309.1M
Accounts
1,108
Non-Discretionary
$3.1M
Accounts
65

ContactClients

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Individual Clients
248
AUM
$80.8M
HNW Individual Clients
115
AUM
$224.4M
Charitable Organization Clients
1
AUM
$7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLLAMONETX

HandshakeAffiliates

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

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