ASPEN WEALTH STRATEGIES, LLC

ARVADA, Colorado·4 registered advisors·CRD# 307424
SEC# 801-1194733(303) 421-1113
01

Firm Overview

AUM
$249M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: CONSULTING FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ASPEN WEALTH STRATEGIES, LLC

4 registered advisors
Amber Kelly Anderson
ARVADA, Colorado
Andy Don Mcclaflin
ARVADA, Colorado
Joel Patrick Faircloth
ARVADA, Colorado
Ryan Michael Bowman
ARVADA, Colorado
05

Office Locations

ARVADA, Colorado
4 advisors

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Data sourced from SEC Form ADV filings. ASPEN WEALTH STRATEGIES, LLC (CRD# 307424) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.