RIA Intel›Advisers›Colorado›ASPEN WEALTH PLANNERS LLC

ASPEN WEALTH PLANNERS LLC

Advisory

CO

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

Rank in CO

#720

of 720 advisers by AUM

Average account

$317K

across 109 accounts

AUM per adviser

$35M

1 advisers

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

Total AUM

$35M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$35M

Discretionary AUM$0

Non-Discretionary AUM$35M

Discretionary %0%

Total Clients28

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, CO, OK

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

28 clients

12 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.

KESSLER INVESTMENT ADVISORS INC

$35M

THE PLANNERS INC.

FORT COLLINS, CO

$34M

RCG CAPITAL ADVISORS, LLC

$35M

SIMPLY STEWARD, LLC

$35M

MODERN FINANCIAL ASSET MANAGEMENT, LLC

$35M

BRIGHTWORK WEALTH MANAGEMENT, LLC

COLORADO SPRINGS, CO

$34M

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