RIA Intel›Advisers›Florida›ASPEN WEALTH MANAGEMENT, LLC

ASPEN WEALTH MANAGEMENT, LLC

Advisory

FL

Data as of Mar 20, 2026 · Source: SEC Form ADV

Rank in FL
#1,789
of 2,610 advisers by AUM
Average account
$830K
across 40 accounts
AUM per adviser
$33M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM
$33M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$33M
Discretionary AUM$33M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients17
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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