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ASPEN WEALTH STRATEGIES, LLC
CRD 307424File 801-119473
APPROVED
Retail clients
Custody
Filing as of Feb 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$312.2M
Below cohort median (national)
Discretionary AUM
$309.1M
Non-discretionary $3.1M
Clients
363
1,173 accounts
Employees
7
Below cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Sep 17, 2020
- Principal office
- 8333 RALSTON ROAD,, SUITE 2, ARVADA, CO, 80002
- Phone
- (303) 421-1113
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $312.2M
- Discretionary AUM
- $309.1M
- Non-discretionary AUM
- $3.1M
- Discretionary accounts
- 1,108
- Non-discretionary accounts
- 65
- Total accounts
- 1,173
- AUM per client
- $860K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $7.0M |
| High net worth individuals | 115 | $224.4M |
| Individuals (other than high net worth individuals) | 248 | $80.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — CONSULTING FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.