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Aspen Wealth Strategies, LLC

● SEC registered since 2020CRD 307424SEC# 801-119473Arvada, CO
Export (members)
Reg. AUM
$279.7M
Employees
7
Accounts
1,142
Location
Arvada, CO

Aspen Wealth Strategies, LLC assets under management

Aspen Wealth Strategies, LLC is an SEC-registered investment adviser based in Arvada, CO. The firm has been registered since 2020. It reports $279.7 million in regulatory assets under management and employs 7 people.
aspenwealthstrategies.comView on SEC.gov ↗

Aspen Wealth Strategies, LLC owners & executives

2 reported
NameTitleOwnershipSince
Amber Kelly Anderson ControlChief Compliance Officer And Chief Executive OfficerUnder 5%2020
Andy Don McClaflin ControlChairman And Wealth AdvisorOver 75%2020

Frequently asked questions

How much does Aspen Wealth Strategies, LLC manage?

Aspen Wealth Strategies, LLC reports $279.7 million in regulatory assets under management on its Form ADV.

How many employees does Aspen Wealth Strategies, LLC have?

Aspen Wealth Strategies, LLC reports 7 employees.

Where is Aspen Wealth Strategies, LLC located?

Aspen Wealth Strategies, LLC is based in Arvada, CO and has been SEC-registered since 2020.

Does Aspen Wealth Strategies, LLC disclose fund performance?

Aspen Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8333 Ralston Road,, Suite 2, Arvada, CO 80002
Phone(303) 421-1113
Fax303-421-2301
Office hours9a.m. - 5p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$273.3M
Non-discretionary$6.4M
Total (RAUM)$279.7M