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| Aspen Wealth Strategies LLC
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|---|---|
| CRD # | 307424 |
| SEC # | 801-119473 |
| CIK # | 0001972517 |
| AUM | 312.2 M (2026-02-25) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 303-421-1113 |
| Address | 8333 Ralston Road, Arvada, CO 80002 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 7.0 | ||
| Alphabet Inc | 3.8 | ||
| Apple Inc | 2.5 | ||
| Microsoft Corp | 2.4 | ||
| J P Morgan Chase & Co | 2.4 | ||
| AbbVie Inc | 2.1 | ||
| PNC Financial Services Group Inc | 2.1 | ||
| Chevron Corp | 1.8 | ||
| Deere & Co | 1.6 | ||
| Amazon Com Inc | 1.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 248 | 80.8 |
| (b) Individuals (high net worth individuals) | 115 | 224.4 |
| (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 | 7.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,173 | 312.2 |
| By Discretionary | ||
| Discretionary | 1,108 | 309.1 |
| Non-Discretionary | 65 | 3.1 |
| Total | 1,173 | 312.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 312.2 | |
| Total | 1,173 | 312.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001972517] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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