ASPEN WEALTH MANAGEMENT, LLC

CRD #159594 SEC #801-114243 FORT WORTH, TX 817-546-6353

SEC Registered

Total AUM

$509.6M

Discretionary

$502.1M

Employees

Clients

Accounts

961

Firm Details

Organization Type: Limited Liability Company
State of Formation: Texas
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Sep 30, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
DAVIS, JAMES, ARLEN	I	MEMBER	NA
DAVIS, JAMES, ARLEN	I	MEMBER	NA
DAVIS, JAMES, ARLEN	I	MEMBER	NA
DAVIS, JAMES, ARLEN	I	MEMBER	NA
DAVIS, JAMES, ARLEN	I	MEMBER	NA
DAVIS, JAMES, ARLEN	I	MEMBER	NA
DAVIS, JAMES, ARLEN	I	MEMBER	NA
DAVIS, NATHAN, WAYNE	I	MEMBER	NA
DAVIS, NATHAN, WAYNE	I	MEMBER	NA
DAVIS, NATHAN, WAYNE	I	MEMBER	NA
DAVIS, NATHAN, WAYNE	I	MEMBER	NA
DAVIS, NATHAN, WAYNE	I	MEMBER	NA
DAVIS, NATHAN, WAYNE	I	MEMBER	NA
Davila, Michelle, R	I	MEMBER	NA
Davila, Michelle, R	I	MEMBER	NA
Davila, Michelle, R	I	MEMBER	NA
Davila, Michelle, R	I	MEMBER	NA
Davila, Michelle, R	I	MEMBER	NA
Davila, Michelle, R	I	MEMBER	NA
Davila, Michelle, R	I	MEMBER	NA
Davila, Michelle, R	I	MEMBER	NA
Davila, Michelle, R	I	MEMBER	NA
Davila, Michelle, R	I	MEMBER	NA
Davila, Michelle, R	I	MEMBER	NA
Davila, Michelle, R	I	MEMBER	NA
MAYNES, OLIVIA, SIMON	I	MEMBER	NA
MAYNES, OLIVIA, SIMON	I	MEMBER	NA
MAYNES, OLIVIA, SIMON	I	MEMBER	NA
Scholz, Candace	I	MEMBER	NA
Scholz, Candace	I	MEMBER	NA
Scholz, Candace	I	MEMBER	NA
Scholz, Candace	I	MEMBER	NA
Scholz, Candace	I	MEMBER	NA
Scholz, Candace	I	MEMBER	NA
STEPHENS, HELEN, BARBRE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
STEPHENS, HELEN, BARBRE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
STEPHENS, HELEN, BARBRE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
STEPHENS, HELEN, BARBRE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
STEPHENS, HELEN, BARBRE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
STEPHENS, HELEN, BARBRE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
STEPHENS, HELEN, BARBRE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
STEPHENS, HELEN, BARBRE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
STEPHENS, HELEN, BARBRE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
STEPHENS, HELEN, BARBRE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
STEPHENS, HELEN, BARBRE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
STEPHENS, HELEN, BARBRE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
STEPHENS, HELEN, BARBRE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
STEPHENS, HELEN, BARBRE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
STEPHENS, HELEN, BARBRE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
STEPHENS, HELEN, BARBRE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
STEPHENS, HELEN, BARBRE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
DAVIS, NATHAN, WAYNE	I	MEMBER	C
Scholz, Candace	I	MEMBER	C
DAVIS, NATHAN, WAYNE	I	MEMBER	B
DAVIS, NATHAN, WAYNE	I	MEMBER	B
DAVIS, NATHAN, WAYNE	I	MEMBER	B
DAVIS, NATHAN, WAYNE	I	MEMBER	B
DAVIS, NATHAN, WAYNE	I	MEMBER	B
DAVIS, NATHAN, WAYNE	I	MEMBER	B
DAVIS, NATHAN, WAYNE	I	MEMBER	B
DAVIS, NATHAN, WAYNE	I	MEMBER	B
DAVIS, NATHAN, WAYNE	I	MEMBER	B
Scholz, Candace	I	MEMBER	B
Scholz, Candace	I	MEMBER	B
Scholz, Candace	I	MEMBER	B
Scholz, Candace	I	MEMBER	B
Scholz, Candace	I	MEMBER	B
Scholz, Candace	I	MEMBER	B
Scholz, Candace	I	MEMBER	B
Scholz, Candace	I	MEMBER	B
Scholz, Candace	I	MEMBER	B

Registrations

Federal

Sep 30, 2025 REGISTERED

Notice Filings (3)

CO LA TX

Address

4200 S. HULEN ST.
SUITE 422
FORT WORTH, TX 76109
United States

Phone: 817-546-6353