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| Aspen Wealth Strategies LLC
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| |
|---|---|
| CRD # | 307424 |
| SEC # | 801-119473 |
| CIK # | 0001972517 |
| AUM | $248.7 MM (2024-08-05) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 303-421-1113 |
| Address | 8333 Ralston Road, Arvada, CO 80002 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 3.7 | |
| MSFT | 1,918,222.4 | 3.1 | |
| GOOGL | 1,475,138.5 | 2.6 | |
| ABBV | 269,466.6 | 1.9 | |
| JPM | 340,169.2 | 1.8 | |
| AVGO | 201,282.9 | 1.6 | |
| WMT | 335,434.5 | 1.6 | |
| AMZN | 1,092,997.8 | 1.3 | |
| CVX | 294,604.1 | 1.2 | |
| DE | 94,490.3 | 1.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 246 | 67.2 |
| (b) Individuals (high net worth individuals) | 109 | 175.0 |
| (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 | 8 | 6.6 |
| (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 | 1,166 | 248.7 |
| By Discretionary | ||
| Discretionary | 1,074 | 240.8 |
| Non-Discretionary | 92 | 7.9 |
| Total | 1,166 | 248.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 248.7 | |
| Total | 1,166 | 248.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001972517] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Avondale Wealth Management LLC
✚
|
TX | 0.3 |
|
Trail Ridge Investment Advisors LLC
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CO | 0.2 |
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Christensen King & Associates Investment Services Inc
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WA | 0.2 |
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Creegan & Nassoura Financial Group LLC
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NH | 0.2 |
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Fuhrman Management Associates Inc
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PA | 0.2 |
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Trace Wealth Advisors LLC
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CA | 0.2 |
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Sequoia Wealth Management Group LLC
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NV | 0.2 |
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ORG Wealth Partners LLC
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|
TX | 0.2 |
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Yoder Wealth Management Inc
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CA | 0.2 |
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JBR Co Financial Management Inc
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OK | 0.2 |