1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ASPEN WEALTH MANAGEMENT, INC.

Map pinOVERLAND PARK, KS
Phone913-491-0500
NotebookSEC #801-62136
Total AUM
$67.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7300 COLLEGE BLVD.
SUITE 306
OVERLAND PARK
KS 66210
United States
Operating Hours
8:30 A.M. - 5:30 P.M.
Monday - Friday
Phone
913-491-0500

ReceiptFinancials

Total AUM
$67.7M
Accounts
588
Discretionary
$65.5M
Accounts
586
Non-Discretionary
$2.2M
Accounts
2

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
401(K) PLAN ADVISORY SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
KSMO

HandshakeAffiliates

View all affiliates →

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

Feature requires an account