RIA Intel›Advisers›Colorado›ASPEN LEAF WEALTH MANAGEMENT, PBC

ASPEN LEAF WEALTH MANAGEMENT, PBC

Advisory

GOLDEN, CO

Data as of Mar 6, 2026 · Source: SEC Form ADV

Rank in CO

#528

of 720 advisers by AUM

Average account

$301K

across 329 accounts

AUM per adviser

$50M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 6, 2026.

Total AUM

$99M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$99M

Discretionary AUM$94M

Non-Discretionary AUM$5M

Discretionary %94.5%

Total Clients92

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureOther (specify)

Fiscal Year EndDecember

Operates InCO, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

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

92 clients

26 high-net-worth

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

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