Aspen Wealth Management, LLC
● SEC registered since 2018CRD 159594SEC# 801-114243Fort Worth, TX
Reg. AUM
$657.8M
Employees
9
Accounts
1,121
Location
Fort Worth, TX
Aspen Wealth Management, LLC assets under management
Aspen Wealth Management, LLC operates as an SEC-registered investment adviser based in Fort Worth, TX. The firm has been registered since 2018. It reports $657.8 million in regulatory assets under management and employs 9 people.
Aspen Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Candace Scholz | Member | 10-25% | 2018 |
| Helen Barbre Stephens Control | President, Chief Compliance Officer | 50-75% | 2011 |
| James Arlen Davis | Member | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Aspen Wealth Management, LLC manage?
Aspen Wealth Management, LLC reports $657.8 million in regulatory assets under management on its Form ADV.
How many employees does Aspen Wealth Management, LLC have?
Aspen Wealth Management, LLC reports 9 employees.
Where is Aspen Wealth Management, LLC located?
Aspen Wealth Management, LLC is based in Fort Worth, TX and has been SEC-registered since 2018.
Does Aspen Wealth Management, LLC disclose fund performance?
Aspen Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4200 S. Hulen St., Suite 422, Fort Worth, TX 76109 |
| Phone | 817-546-6353 |
| Fax | 817-887-1585 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$657.8M▲ 29%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$657.8Mregulatory AUM
Discretionary $654.9MNon-discretionary $2.9M