Aspen Wealth Strategies LLC

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Aspen Wealth Strategies LLC
CRD #307424
SEC #801-119473
CIK #0001972517
AUM $248.7 MM (2024-08-05)
Employees 7 (71% Investors, 0% Brokers)
Phone303-421-1113
Address8333 Ralston Road,
Arvada, CO 80002
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
2502001501005002009201420192025
CIK Period
0001972517
/
Sector Form 13F Holdings Cap ($MM) Value ($MM)
Apple Inc 2,382,844.0 3.7
Microsoft Corp 1,918,222.4 3.1
Alphabet Inc 1,475,138.5 2.6
AbbVie Inc 269,466.6 1.9
J P Morgan Chase & Co 340,169.2 1.8
Broadcom Inc 201,282.9 1.6
Wal Mart Stores Inc 335,434.5 1.6
Amazon Com Inc 1,092,997.8 1.3
Chevron Corp 294,604.1 1.2
Deere & Co 94,490.3 1.1
Conocophillips 123,162.3 1.1
UnitedHealth Group Inc 477,004.0 1.1
Air Products & Chemicals Inc /DE/ 53,782.2 1.0
Home Depot Inc 277,648.0 0.8
CVS Caremark Corp 122,214.0 0.8
XCEL Energy Inc 38,120.3 0.8
VISA Inc 419,260.5 0.7
Tesla Motors Inc 723,390.3 0.7
 
 
 
 
 
 
 
 
 
 
 
 
 
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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
CO 0.2
Christensen King & Associates Investment Services Inc
WA 0.2
Creegan & Nassoura Financial Group LLC
NH 0.2
Fuhrman Management Associates Inc
PA 0.2
Trace Wealth Advisors LLC
CA 0.2
Sequoia Wealth Management Group LLC
NV 0.2
ORG Wealth Partners LLC
TX 0.2
Yoder Wealth Management Inc
CA 0.2
JBR Co Financial Management Inc
OK 0.2
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