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⚲
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| Aspen Wealth Management LLC
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|
|---|---|
| CRD # | 159594 |
| SEC # | 801-114243 |
| CIK # | 0001895252 |
| AUM | $657.8 M (2026-04-13) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 817-546-6353 |
| Address | 4200 S Hulen St Fort Worth, TX 76109 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wal Mart Stores Inc | 6.5 | ||
| Apple Inc | 3.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 158 | 82.0 |
| (b) Individuals (high net worth individuals) | 188 | 568.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 7.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,121 | 657.8 |
| By Discretionary | ||
| Discretionary | 1,063 | 654.9 |
| Non-Discretionary | 58 | 2.9 |
| Total | 1,121 | 657.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 657.8 | |
| Total | 1,121 | 657.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001895252] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
St James Investment Company LLC
✚
|
TX | 0.7 |
|
Betterwealth LLC
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|
CA | 0.7 |
|
Buttonwood Financial Group LLC
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|
MO | 0.7 |
|
Tradewinds LLC
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NC | 0.7 |
|
Aries Wealth Management LLC
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|
ME | 0.7 |
|
Arbor Wealth Advisors LLC
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|
MI | 0.7 |
|
Optima Asset Management Inc
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|
TX | 0.7 |
|
Warren Street Wealth Advisors LLC
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|
CA | 0.7 |
|
BMB Advisers LLC
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|
CA | 0.7 |
|
Rock Point Advisors LLC
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|
VT | 0.7 |