RIA Intel›Advisers›Nevada›WHITE ASPEN CAPITAL LLC

WHITE ASPEN CAPITAL LLC

Advisory

HENDERSON, NV

Data as of Jul 13, 2026 · Source: SEC Form ADV

Average account

$98K

across 163 accounts

AUM per adviser

$8M

2 advisers

Source: SEC Form ADV. Figures as filed Jul 13, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$16M

Discretionary AUM$14M

Non-Discretionary AUM$2M

Discretionary %87.5%

Total Clients70

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, NV, TX

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

70 clients

8 high-net-worth

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

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

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