ASPEN WEALTH MANAGEMENT, INC.

OVERLAND PARK, Kansas·2 registered advisors·CRD# 116061
SEC# 801-62136913-491-0500
01

Firm Overview

AUM
$68M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at ASPEN WEALTH MANAGEMENT, INC.

2 registered advisors
Stephen James Small
OVERLAND PARK, Kansas
Trevor Kyle Holsinger
OVERLAND PARK, Kansas
05

Office Locations

OVERLAND PARK, Kansas
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. ASPEN WEALTH MANAGEMENT, INC. (CRD# 116061) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.