Aspen Wealth Strategies, LLC
● SEC registered since 2020CRD 307424SEC# 801-119473Arvada, CO
Reg. AUM
$312.2M
Employees
7
Accounts
1,173
Location
Arvada, CO
Aspen Wealth Strategies, LLC assets under management
Aspen Wealth Strategies, LLC is an SEC-registered investment adviser based in Arvada, CO. The firm has been registered since 2020. It reports $312.2 million in regulatory assets under management and employs 7 people.
Aspen Wealth Strategies, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amber Kelly Anderson Control | Chief Compliance Officer, Manager, Member | Under 5% | 2020 |
| Andy Don McClaflin Control | Chairman, Wealth Advisor, Manager, Member | Over 75% | 2020 |
| Cade Nathaniel Hengel | Wealth Manager,manager, Member | Under 5% | 2025 |
Frequently asked questions
How much does Aspen Wealth Strategies, LLC manage?
Aspen Wealth Strategies, LLC reports $312.2 million in regulatory assets under management on its Form ADV.
How many employees does Aspen Wealth Strategies, LLC have?
Aspen Wealth Strategies, LLC reports 7 employees.
Where is Aspen Wealth Strategies, LLC located?
Aspen Wealth Strategies, LLC is based in Arvada, CO and has been SEC-registered since 2020.
Does Aspen Wealth Strategies, LLC disclose fund performance?
Aspen Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8333 Ralston Road,, Suite 2, Arvada, CO 80002 |
| Phone | (303) 421-1113 |
| Fax | 303-421-2301 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$312.2M▲ 12%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$312.2Mregulatory AUM
Discretionary $309.1MNon-discretionary $3.1M