Aspen Wealth Strategies, LLC
Firm details
- Headquarters
- Arvada, Colorado
- CRD number
- 307424
- Registered since
- September 17, 2020
- Website
- aspenwealthstrategies.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI71.89%
- Individuals25.88%
- Charitable Organizations2.23%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Aspen Wealth Strategies, LLC is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2020. Ownership is individual-controlled and the firm focuses on private clients — individuals and families — providing financial planning and portfolio management services, including work with small-business owners. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly, fixed-fee, and other engagement types. Aspen does not identify as an ESG-focused allocator, does not operate as a multi-state adviser, and is not a pension consultant or capital allocator; its model appears to be direct client portfolio management supplemented by third-party managers for certain exposures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- Public Funds/Mutual Funds33%
- State & Local Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2
Kellie Beiers
Relationship CoordinatorCRD 4038008
Amber Anderson
CEOCRD 5535450
Contacts
3 of 4
Blake Wilson
Wealth AdvisorCRD 7891391
Stephanie Mcelheny
President, Financial PlanningCRD 5806111
Andy Mcclaflin
Founder & ChairmanCRD 4670759
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$157M in ETFs
80%
$125M
14%
$31.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $24.2M | 32,300 | 15.44% |
Location
Arvada, CO
Jefferson
Location
Arvada, CO
Headquartered in Arvada, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Jefferson
- Address
- 8333 Ralston Rd
- Time zone
- MT (UTC-7)
- Office locations
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