ASPEN PRIVATE ADVISORS, LLC

CRD #297639 SEC #801-113814 SIOUX FALLS, SD 605-951-9620

SEC Registered

Total AUM

$176.7M

Discretionary

$176.7M

Employees

Clients

Accounts

458

Firm Details

Organization Type: Limited Liability Company
State of Formation: South Dakota
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 20, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
DATHE, TODD, ROBERT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	NA	Control
DATHE, TODD, ROBERT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	NA	Control
DATHE, TODD, ROBERT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	NA	Control
DATHE, TODD, ROBERT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	NA	Control
DATHE, TODD, ROBERT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	NA	Control
SORENSON, JEREMY, JAMES	I	MANAGING MEMBER	NA	Control
SORENSON, JEREMY, JAMES	I	MANAGING MEMBER	NA	Control
SORENSON, JEREMY, JAMES	I	MANAGING MEMBER	NA	Control
SORENSON, JEREMY, JAMES	I	MANAGING MEMBER	NA	Control
SORENSON, JEREMY, JAMES	I	MANAGING MEMBER	NA	Control
ASPEN HOLDINGS, LLC	DE	OWNER	E
ASPEN HOLDINGS, LLC	DE	OWNER	E
ASPEN HOLDINGS, LLC	DE	OWNER	E
ASPEN HOLDINGS, LLC	DE	OWNER	E
ASPEN HOLDINGS, LLC	DE	OWNER	E
DATHE, TODD, ROBERT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
DATHE, TODD, ROBERT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
DATHE, TODD, ROBERT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
DATHE, TODD, ROBERT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
DATHE, TODD, ROBERT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
DATHE, TODD, ROBERT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
DATHE, TODD, ROBERT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
DATHE, TODD, ROBERT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
DATHE, TODD, ROBERT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
DATHE, TODD, ROBERT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
DATHE, TODD, ROBERT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
DATHE, TODD, ROBERT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
DATHE, TODD, ROBERT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
SORENSON, JEREMY, JAMES	I	MANAGING MEMBER	C	Control
SORENSON, JEREMY, JAMES	I	MANAGING MEMBER	C	Control
SORENSON, JEREMY, JAMES	I	MANAGING MEMBER	C	Control
SORENSON, JEREMY, JAMES	I	MANAGING MEMBER	C	Control
SORENSON, JEREMY, JAMES	I	MANAGING MEMBER	C	Control
SORENSON, JEREMY, JAMES	I	MANAGING MEMBER	C	Control
SORENSON, JEREMY, JAMES	I	MANAGING MEMBER	C	Control
SORENSON, JEREMY, JAMES	I	MANAGING MEMBER	C	Control
SORENSON, JEREMY, JAMES	I	MANAGING MEMBER	C	Control
SORENSON, JEREMY, JAMES	I	MANAGING MEMBER	B
SORENSON, JEREMY, JAMES	I	MANAGING MEMBER	B
SORENSON, JEREMY, JAMES	I	MANAGING MEMBER	B
SORENSON, JEREMY, JAMES	I	MANAGING MEMBER	B

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
DATHE, TODD, ROBERT	I	ASPEN HOLDINGS, LLC	D	Control
DATHE, TODD, ROBERT	I	ASPEN HOLDINGS, LLC	D	Control
DATHE, TODD, ROBERT	I	ASPEN HOLDINGS, LLC	D	Control
DATHE, TODD, ROBERT	I	ASPEN HOLDINGS, LLC	D	Control
SORENSON, JEREMY, JAMES	I	ASPEN HOLDINGS, LLC	C	Control
SORENSON, JEREMY, JAMES	I	ASPEN HOLDINGS, LLC	C	Control
SORENSON, JEREMY, JAMES	I	ASPEN HOLDINGS, LLC	C	Control
SORENSON, JEREMY, JAMES	I	ASPEN HOLDINGS, LLC	C	Control

Registrations

Federal

Mar 20, 2025 REGISTERED

Notice Filings (4)

FL MN SD TX

Address

5201 SOUTH WESTERN AVENUE
SUITE 103
SIOUX FALLS, SD 57108
United States

Phone: 605-951-9620