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
9
Clients
26
Accounts
961
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $509.6M | $502.1M | $7.5M | 9 | 20 |
| Sep 2025 | $509.6M | $502.1M | $7.5M | 9 | 20 |
| Jul 2025 | $509.6M | $502.1M | $7.5M | 9 | 20 |
| Feb 2025 | $509.6M | $502.1M | $7.5M | 9 | 20 |
| Sep 2024 | $368.4M | $361.8M | $6.6M | 9 | 21 |
| Feb 2024 | $368.4M | $361.8M | $6.6M | 9 | 21 |
| May 2023 | $290.6M | $284.5M | $6.1M | 8 | 21 |
| Jan 2023 | $290.6M | $284.5M | $6.1M | 8 | 21 |
| Jul 2022 | $292.2M | $284.4M | $7.8M | 8 | 21 |
| Feb 2022 | $292.2M | $284.4M | $7.8M | 8 | 21 |
| Jun 2021 | $186.3M | $185.1M | $1.2M | 5 | 21 |
| Feb 2021 | $186.3M | $185.1M | $1.2M | 5 | 21 |
| Jun 2020 | $140.1M | $138.1M | $2.1M | 5 | 21 |
| Feb 2020 | $140.1M | $138.1M | $2.1M | 5 | 21 |
| Nov 2019 | $107.3M | $106.5M | $767.1K | 4 | 0 |
| Mar 2019 | $107.3M | $106.5M | $767.1K | 4 | 0 |
| Oct 2018 | $112.6M | $112M | $626.2K | 5 | 0 |
DateSep 2025
Total AUM$509.6M
Discretionary$502.1M
Non-Disc.$7.5M
Employees9
Clients20
DateSep 2025
Total AUM$509.6M
Discretionary$502.1M
Non-Disc.$7.5M
Employees9
Clients20
DateJul 2025
Total AUM$509.6M
Discretionary$502.1M
Non-Disc.$7.5M
Employees9
Clients20
DateFeb 2025
Total AUM$509.6M
Discretionary$502.1M
Non-Disc.$7.5M
Employees9
Clients20
DateSep 2024
Total AUM$368.4M
Discretionary$361.8M
Non-Disc.$6.6M
Employees9
Clients21
DateFeb 2024
Total AUM$368.4M
Discretionary$361.8M
Non-Disc.$6.6M
Employees9
Clients21
DateMay 2023
Total AUM$290.6M
Discretionary$284.5M
Non-Disc.$6.1M
Employees8
Clients21
DateJan 2023
Total AUM$290.6M
Discretionary$284.5M
Non-Disc.$6.1M
Employees8
Clients21
DateJul 2022
Total AUM$292.2M
Discretionary$284.4M
Non-Disc.$7.8M
Employees8
Clients21
DateFeb 2022
Total AUM$292.2M
Discretionary$284.4M
Non-Disc.$7.8M
Employees8
Clients21
DateJun 2021
Total AUM$186.3M
Discretionary$185.1M
Non-Disc.$1.2M
Employees5
Clients21
DateFeb 2021
Total AUM$186.3M
Discretionary$185.1M
Non-Disc.$1.2M
Employees5
Clients21
DateJun 2020
Total AUM$140.1M
Discretionary$138.1M
Non-Disc.$2.1M
Employees5
Clients21
DateFeb 2020
Total AUM$140.1M
Discretionary$138.1M
Non-Disc.$2.1M
Employees5
Clients21
DateNov 2019
Total AUM$107.3M
Discretionary$106.5M
Non-Disc.$767.1K
Employees4
Clients0
DateMar 2019
Total AUM$107.3M
Discretionary$106.5M
Non-Disc.$767.1K
Employees4
Clients0
DateOct 2018
Total AUM$112.6M
Discretionary$112M
Non-Disc.$626.2K
Employees5
Clients0