ASPEN WEALTH MANAGEMENT, INC.
CRD #116061 SEC #801-62136 OVERLAND PARK, KS 913-491-0500
SEC Registered Private Funds
Total AUM
$96.2M
Discretionary
$93.1M
Employees
3
Clients
26
Accounts
740
Firm Details
- Organization Type
- Corporation
- State of Formation
- Kansas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2013
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CAREY, ANITA, LESTER | I | REPRESENTATIVE | NA | |
| CAREY, ANITA, LESTER | I | REPRESENTATIVE | NA | |
| GASAL, DAVID, FRANKLIN | I | REPRESENTATIVE | NA | |
| GASAL, DAVID, FRANKLIN | I | REPRESENTATIVE | NA | |
| GASAL, DAVID, FRANKLIN | I | REPRESENTATIVE | NA | |
| HOLSINGER, JOHANNA, BACHMAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOLSINGER, JOHANNA, BACHMAN | I | REPRESENTATIVE | NA | |
| HOLSINGER, JOHANNA, BACHMAN | I | REPRESENTATIVE | NA | |
| HOLSINGER, JOHANNA, BACHMAN | I | REPRESENTATIVE | NA | |
| KERR, TROY, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| LAGERSTROM, CORY, LYNN | I | REPRESENTATIVE | NA | |
| LAGERSTROM, CORY, LYNN | I | REPRESENTATIVE | NA | |
| LAGERSTROM, CORY, LYNN | I | REPRESENTATIVE | NA | |
| LAGERSTROM, CORY, LYNN | I | REPRESENTATIVE | NA | |
| LAGERSTROM, CORY, LYNN | I | REPRESENTATIVE | NA | |
| SMALL, STEPHEN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMALL, STEPHEN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMALL, STEPHEN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMALL, STEPHEN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMALL, STEPHEN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOLSINGER, TREVOR, KYLE | I | PRESIDENT | E | Control |
| HOLSINGER, TREVOR, KYLE | I | PRESIDENT | E | Control |
| HOLSINGER, TREVOR, KYLE | I | PRESIDENT | E | Control |
| HOLSINGER, TREVOR, KYLE | I | PRESIDENT | E | Control |
| HOLSINGER, TREVOR, KYLE | I | PRESIDENT | E | Control |
| HOLSINGER, TREVOR, KYLE | I | PRESIDENT | E | Control |
| HOLSINGER, TREVOR, KYLE | I | PRESIDENT | E | Control |
| HOLSINGER, TREVOR, KYLE | I | PRESIDENT | E | Control |
| HOLSINGER, TREVOR, KYLE | I | PRESIDENT | E | Control |
| HOLSINGER, TREVOR, KYLE | I | PRESIDENT | E | Control |
| HOLSINGER, TREVOR, KYLE | I | PRESIDENT | E | Control |
| HOLSINGER, TREVOR, KYLE | I | PRESIDENT | E | Control |
| HOLSINGER, TREVOR, KYLE | I | PRESIDENT | E | Control |
| HOLSINGER, TREVOR, KYLE | I | PRESIDENT | E | Control |
| SMALL, STEPHEN, JAMES | I | CHIEF COMPLIANCE OFFICER | A | Control |
| SMALL, STEPHEN, JAMES | I | CHIEF COMPLIANCE OFFICER | A | Control |
| SMALL, STEPHEN, JAMES | I | CHIEF COMPLIANCE OFFICER | A | Control |
| SMALL, STEPHEN, JAMES | I | CHIEF COMPLIANCE OFFICER | A | Control |
Registrations
Federal
IA
Mar 25, 2013 REGISTERED
Notice Filings (3)
CO KS MO
Address
7300 COLLEGE BLVD.SUITE 306
OVERLAND PARK, KS 66210
United States
Phone: 913-491-0500