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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Aspen Wealth Strategies LLC
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| CRD # | 307424 |
| SEC # | 801-119473 |
| CIK # | 0001972517 |
| AUM | $279.7 M (2025-03-27) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 303-421-1113 |
| Address | 8333 Ralston Road, Arvada, CO 80002 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001972517 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 6.5 | ||
| Microsoft Corp | 3.1 | ||
| Alphabet Inc | 2.4 | ||
| J P Morgan Chase & Co | 2.3 | ||
| Apple Inc | 2.0 | ||
| AbbVie Inc | 1.8 | ||
| Amazon Com Inc | 1.5 | ||
| Deere & Co | 1.5 | ||
| Chevron Corp | 1.2 | ||
| Capital One Financial Corp | 1.1 | ||
| Wal Mart Stores Inc | 1.1 | ||
| Air Products & Chemicals Inc /DE/ | 1.0 | ||
| Cisco Systems Inc | 0.9 | ||
| Facebook Inc | 0.9 | ||
| XCEL Energy Inc | 0.9 | ||
| VISA Inc | 0.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 244 | 70.6 |
| (b) Individuals (high net worth individuals) | 114 | 199.1 |
| (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 | 6 | 10.0 |
| (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 | 1,142 | 279.7 |
| By Discretionary | ||
| Discretionary | 1,067 | 273.3 |
| Non-Discretionary | 75 | 6.4 |
| Total | 1,142 | 279.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 279.7 | |
| Total | 1,142 | 279.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001972517] |
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|---|---|---|
|
Luminvest Wealth Management LLC
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|
0.3 | |
|
Creegan & Nassoura Financial Group LLC
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|
NH | 0.3 |
|
Provider Financial Inc
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IN | 0.3 |
|
Pacific Asset Management LLC
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WA | 0.3 |
|
Schulhoff & Co Inc
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OH | 0.3 |
|
Fortress Planning Group LLC
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WI | 0.3 |
|
Agate PASS Investment Management LLC
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|
WA | 0.3 |
|
Miura Investment Advisors Inc
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|
FL | 0.3 |
|
Citrine Capital LLC
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|
CA | 0.3 |
|
Beddow Capital Management Inc
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WY | 0.3 |