Aspen Private Advisors, LLC
● SEC registered since 2018CRD 297639SEC# 801-113814Sioux Falls, SD
Reg. AUM
$199.9M
Employees
5
Accounts
475
Location
Sioux Falls, SD
Aspen Private Advisors, LLC assets under management
Aspen Private Advisors, LLC is a registered investment adviser overseen by the SEC based in Sioux Falls, SD. The firm has been registered since 2018. It reports $199.9 million in regulatory assets under management and employs 5 people.
Aspen Private Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aspen Holdings, LLC | Owner | Over 75% | 2021 |
| Jeremy James Sorenson Control | Managing Member | Under 5% | 2018 |
| Todd Robert Dathe Control | Managing Member & Chief Compliance Officer | Under 5% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Aspen Private Advisors, LLC manage?
Aspen Private Advisors, LLC reports $199.9 million in regulatory assets under management on its Form ADV.
How many employees does Aspen Private Advisors, LLC have?
Aspen Private Advisors, LLC reports 5 employees.
Where is Aspen Private Advisors, LLC located?
Aspen Private Advisors, LLC is based in Sioux Falls, SD and has been SEC-registered since 2018.
Does Aspen Private Advisors, LLC disclose fund performance?
Aspen Private Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5201 South Western Avenue, Suite 103, Sioux Falls, SD 57108 |
| Phone | 605-951-9620 |
| Office hours | 9a.m. - 4p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$199.9M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$199.9Mregulatory AUM
Discretionary $199.9M