|
⚲
|
| Aspen Private Advisors LLC
✚
|
|
|---|---|
| CRD # | 297639 |
| SEC # | 801-113814 |
| CIK # | |
| AUM | $199.9 M (2026-03-26) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 605-951-9620 |
| Address | 5201 South Western Avenue Sioux Falls, SD 57108 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64 | 24.6 |
| (b) Individuals (high net worth individuals) | 61 | 170.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.8 |
| (h) Charitable organizations | 0 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 475 | 199.9 |
| By Discretionary | ||
| Discretionary | 475 | 199.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 475 | 199.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 199.9 | |
| Total | 475 | 199.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
US Private Wealth LLC
✚
|
FL | 0.2 |
|
Comprehensive Money Management Services LLC
✚
|
0.2 | |
|
Laughlin Financial LLC
✚
|
IN | 0.2 |
|
Thompson Capital Management LLC
✚
|
0.2 | |
|
Chapman Investment Management LLC
✚
|
0.2 | |
|
Radix Organization Inc
✚
|
NY | 0.2 |
|
Genesis Wealth Advisors LLC
✚
|
MA | 0.2 |
|
Allen Capital Management LLC
✚
|
WA | 0.2 |
|
Hensler & Associates Wealth Management LLC
✚
|
MI | 0.2 |
|
IA Network LLC
✚
|
NC | 0.2 |