Aspen Wealth Advisors LLC

Overview

Aspen Wealth Advisors LLC is a small, independent registered investment advisor organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, along with small-business relationships, delivering financial planning and portfolio management services. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee options, which allows the firm to tailor engagement structures to client needs. Investment activity is concentrated in publicly traded equity exposures; the firm’s filings show a clear preference for exchange-traded equities as the primary allocation vehicle. Aspen Wealth Advisors does not list itself as an active ESG investor, does not operate across multiple states as a multi-state adviser, and does not provide pension consulting. The firm is not positioned as an in-house capital allocator, so when clients require access to alternatives or specialized strategies the practice relies on third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices