Aspen Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 313212
- Website
- www.aspenwealthmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI93.29%
- Pension & Profit Sharing Plans3.79%
- Individuals2.92%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Aspen Wealth Management, LLC is an independent registered investment adviser organized as an LLC and operated by an individual owner. The firm serves both individual and family clients as well as institutional clients, delivering financial planning and portfolio management primarily for individuals and small businesses. Its stated investment preference is equities: management is discretionary and driven toward exchange-traded equities as the primary allocation. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Aspen is not positioned as an ESG specialist, and it does not list pension consulting or multi-state/in-house related-adviser activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities75%
- Non-Exchange Traded Equities20%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Justin Wine
Founder and Managing PartnerCRD 4088317
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Merit Advisors, Inc.
RIAOklahoma City, OK