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, individual-owned RIA organized as an LLC and SEC-registered since 2020. The firm serves primarily individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its fee schedule includes percentage-of-AUM fees as well as hourly and fixed-fee arrangements, plus other fee structures. The adviser is not a capital allocator (it does not run external pooled vehicles), does not identify as an active ESG investor, and does not operate as a multi-state adviser. Services are focused on client-facing advisory work rather than institutional pension consulting or related-adviser activities.
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 Equities61%
- Public Funds/Mutual Funds33%
- State & Local Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2KELLIE BEIERS
Relationship CoordinatorCRD 4038008
AMBER ANDERSON
CEOCRD 5535450
Contacts
3 of 4Blake 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 40Active vs passive
$140M in ETFs
78%
$109M
16%
$30.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $21.3M | 108,514 | 15.26% |
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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