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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2015 | $67.7M | $65.5M | $2.2M | 3 | 150 |
| Mar 2014 | $91M | $86M | $5M | 3 | 150 |
| Nov 2013 | $96.2M | $93.1M | $3.1M | 3 | 150 |
| Mar 2013 | $96.2M | $93.1M | $3.1M | 3 | 150 |
| Mar 2012 | $92.5M | $89.7M | $2.9M | 1 | 150 |
| Mar 2011 | $86.5M | $86.5M | $0 | 5 | -- |
| Mar 2010 | $82.3M | $74.4M | $7.9M | 5 | -- |
| Mar 2008 | $72.2M | $63.2M | $9M | 5 | -- |
| Sep 2007 | $140.8M | $128.8M | $12M | 5 | -- |
| Mar 2007 | $140.8M | $128.8M | $12M | 10 | -- |
| Oct 2005 | $93.6M | $81.6M | $12M | 10 | -- |
| Apr 2004 | $48.5M | $38.5M | $10M | 10 | -- |
| Mar 2004 | $48.5M | $38.5M | $10M | 10 | -- |
| Jan 2004 | $47M | $37M | $10M | 5 | -- |
DateJan 2015
Total AUM$67.7M
Discretionary$65.5M
Non-Disc.$2.2M
Employees3
Clients150
DateMar 2014
Total AUM$91M
Discretionary$86M
Non-Disc.$5M
Employees3
Clients150
DateNov 2013
Total AUM$96.2M
Discretionary$93.1M
Non-Disc.$3.1M
Employees3
Clients150
DateMar 2013
Total AUM$96.2M
Discretionary$93.1M
Non-Disc.$3.1M
Employees3
Clients150
DateMar 2012
Total AUM$92.5M
Discretionary$89.7M
Non-Disc.$2.9M
Employees1
Clients150
DateMar 2011
Total AUM$86.5M
Discretionary$86.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$82.3M
Discretionary$74.4M
Non-Disc.$7.9M
Employees5
Clients--
DateMar 2008
Total AUM$72.2M
Discretionary$63.2M
Non-Disc.$9M
Employees5
Clients--
DateSep 2007
Total AUM$140.8M
Discretionary$128.8M
Non-Disc.$12M
Employees5
Clients--
DateMar 2007
Total AUM$140.8M
Discretionary$128.8M
Non-Disc.$12M
Employees10
Clients--
DateOct 2005
Total AUM$93.6M
Discretionary$81.6M
Non-Disc.$12M
Employees10
Clients--
DateApr 2004
Total AUM$48.5M
Discretionary$38.5M
Non-Disc.$10M
Employees10
Clients--
DateMar 2004
Total AUM$48.5M
Discretionary$38.5M
Non-Disc.$10M
Employees10
Clients--
DateJan 2004
Total AUM$47M
Discretionary$37M
Non-Disc.$10M
Employees5
Clients--