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
4
Clients
51
Accounts
458
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $176.7M | $176.7M | $0 | 4 | 1 |
| Mar 2024 | $152.3M | $152.3M | $0 | 4 | 1 |
| Mar 2023 | $130.4M | $130.4M | $0 | 4 | 1 |
| Mar 2022 | $145.1M | $145.1M | $0 | 4 | 1 |
| Feb 2021 | $132.3M | $132.3M | $0 | 4 | 6 |
| Oct 2020 | $111.5M | $111.5M | $0 | 4 | 0 |
| Jun 2020 | $111.5M | $111.5M | $0 | 4 | 0 |
| Mar 2020 | $111.5M | $111.5M | $0 | 4 | 0 |
| Jan 2020 | $106.6M | $106.6M | $0 | 3 | 0 |
| Sep 2019 | $106.6M | $106.6M | $0 | 3 | 0 |
| Aug 2019 | $147.7M | $103.6M | $44.1M | 3 | 0 |
| Feb 2019 | $147.7M | $103.6M | $44.1M | 3 | 0 |
| Nov 2018 | $141.7M | $100.9M | $40.8M | 3 | 0 |
| Nov 2018 | $141.7M | $100.9M | $40.8M | 3 | 0 |
| Nov 2018 | $141.7M | $100.9M | $40.8M | 3 | 0 |
| Oct 2018 | $0 | $0 | $0 | 3 | 0 |
| Aug 2018 | $0 | $0 | $0 | 3 | 0 |
| Jul 2018 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$176.7M
Discretionary$176.7M
Non-Disc.$0
Employees4
Clients1
DateMar 2024
Total AUM$152.3M
Discretionary$152.3M
Non-Disc.$0
Employees4
Clients1
DateMar 2023
Total AUM$130.4M
Discretionary$130.4M
Non-Disc.$0
Employees4
Clients1
DateMar 2022
Total AUM$145.1M
Discretionary$145.1M
Non-Disc.$0
Employees4
Clients1
DateFeb 2021
Total AUM$132.3M
Discretionary$132.3M
Non-Disc.$0
Employees4
Clients6
DateOct 2020
Total AUM$111.5M
Discretionary$111.5M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$111.5M
Discretionary$111.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$111.5M
Discretionary$111.5M
Non-Disc.$0
Employees4
Clients0
DateJan 2020
Total AUM$106.6M
Discretionary$106.6M
Non-Disc.$0
Employees3
Clients0
DateSep 2019
Total AUM$106.6M
Discretionary$106.6M
Non-Disc.$0
Employees3
Clients0
DateAug 2019
Total AUM$147.7M
Discretionary$103.6M
Non-Disc.$44.1M
Employees3
Clients0
DateFeb 2019
Total AUM$147.7M
Discretionary$103.6M
Non-Disc.$44.1M
Employees3
Clients0
DateNov 2018
Total AUM$141.7M
Discretionary$100.9M
Non-Disc.$40.8M
Employees3
Clients0
DateNov 2018
Total AUM$141.7M
Discretionary$100.9M
Non-Disc.$40.8M
Employees3
Clients0
DateNov 2018
Total AUM$141.7M
Discretionary$100.9M
Non-Disc.$40.8M
Employees3
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0