RIA Intel›Advisers›Colorado›ASPEN FINANCIAL SOLUTIONS, LLC

ASPEN FINANCIAL SOLUTIONS, LLC

Advisory

Data as of Mar 9, 2026 · Source: SEC Form ADV

Average account

$657K

across 28 accounts

AUM per adviser

$18M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$18M

Discretionary %

100%

Clients

14

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$18M

Discretionary AUM$18M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients14

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

14 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

PINE CONE CAPITAL LLC

$18M

KRIVACS CAPITAL MANAGEMENT, LLC

DENVER, CO

$18M

TRINITY WEALTH PARTNERS, LLC

AURORA, CO

$19M

PRITCHARD JAMES PATRICK

DURANGO, CO

$19M

FLEET CAPITAL MANAGEMENT, LLC

$19M

-9.1% 1Y

QRIA, INC.

$18M

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