ASPEN WEALTH STRATEGIES, LLC
CRD #307424 SEC #801-119473 ARVADA, CO (303) 421-1113
SEC Registered
Total AUM
$279.7M
Discretionary
$273.3M
Employees
7
Clients
1
Accounts
1,142
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 22, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANDERSON, AMBER, KELLY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDERSON, AMBER, KELLY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDERSON, AMBER, KELLY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDERSON, AMBER, KELLY | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| ANDERSON, AMBER, KELLY | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| ANDERSON, AMBER, KELLY | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| ANDERSON, AMBER, KELLY | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| ANDERSON, AMBER, KELLY | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| ANDERSON, AMBER, KELLY | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| ANDERSON, AMBER, KELLY | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| ANDERSON, AMBER, KELLY | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| ANDERSON, AMBER, KELLY | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| ANDERSON, AMBER, KELLY | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| ANDERSON, AMBER, KELLY | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| ANDERSON, AMBER, KELLY | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| ANDERSON, AMBER, KELLY | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| ANDERSON, AMBER, KELLY | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| ANDERSON, AMBER, KELLY | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| ANDERSON, AMBER, KELLY | I | CHIEF COMPLIANCE OFFICER, MANAGER, MEMBER | NA | Control |
| FAIRCLOTH, JOEL, PATRICK | I | PRESIDENT OF WEALTH MANAGEMENT | NA | Control |
| FAIRCLOTH, JOEL, PATRICK | I | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | NA | Control |
| HENGEL, CADE, NATHANIEL | I | WEALTH MANAGER,MANAGER, MEMBER | NA | |
| MCCLAFLIN, ANDY, DON | I | CHIEF EXECUTIVE OFFICER | E | Control |
| MCCLAFLIN, ANDY, DON | I | CHAIRMAN AND WEALTH ADVISOR | E | Control |
| MCCLAFLIN, ANDY, DON | I | CHAIRMAN AND WEALTH ADVISOR | E | Control |
| MCCLAFLIN, ANDY, DON | I | CHAIRMAN AND WEALTH ADVISOR | E | Control |
| MCCLAFLIN, ANDY, DON | I | CHAIRMAN AND WEALTH ADVISOR | E | Control |
| MCCLAFLIN, ANDY, DON | I | CHAIRMAN AND WEALTH ADVISOR | E | Control |
| MCCLAFLIN, ANDY, DON | I | CHAIRMAN AND WEALTH ADVISOR | E | Control |
| MCCLAFLIN, ANDY, DON | I | CHAIRMAN AND WEALTH ADVISOR | E | Control |
| MCCLAFLIN, ANDY, DON | I | CHAIRMAN, WEALTH ADVISOR, MANAGER, MEMBER | E | Control |
| BOWMAN, RYAN, MICHAEL | I | WEALTH ADVISOR AND CHIEF FINANCIAL OFFICER | D | Control |
| BOWMAN, RYAN, MICHAEL | I | WEALTH ADVISOR AND CHIEF FINANCIAL OFFICER | D | Control |
| BOWMAN, RYAN, MICHAEL | I | WEALTH ADVISOR AND CHIEF FINANCIAL OFFICER | D | Control |
| BOWMAN, RYAN, MICHAEL | I | WEALTH ADVISOR AND CHIEF FINANCIAL OFFICER | D | Control |
| BOWMAN, RYAN, MICHAEL | I | WEALTH ADVISOR AND CHIEF FINANCIAL OFFICER | D | Control |
| BOWMAN, RYAN, MICHAEL | I | WEALTH ADVISOR AND CHIEF FINANCIAL OFFICER | D | Control |
| BOWMAN, RYAN, MICHAEL | I | WEALTH ADVISOR AND CHIEF FINANCIAL OFFICER | D | Control |
| BOWMAN, RYAN, MICHAEL | I | WEALTH ADVISOR AND CHIEF FINANCIAL OFFICER | D | Control |
| MCCLAFLIN, ANDY, DON | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MCCLAFLIN, ANDY, DON | I | CHIEF EXECUTIVE OFFICER | D | Control |
| BOWMAN, RYAN, MICHAEL | I | WEALTH ADVISOR AND PLANNER | C | Control |
| BOWMAN, RYAN, MICHAEL | I | WEALTH ADVISOR AND PLANNER | C | Control |
| MCCLAFLIN, ANDY, DON | I | CHIEF EXECUTIVE OFFICER | C | Control |
| MCCLAFLIN, ANDY, DON | I | CHIEF EXECUTIVE OFFICER | C | Control |
| MCCLAFLIN, ANDY, DON | I | CHIEF EXECUTIVE OFFICER | C | Control |
| MCCLAFLIN, ANDY, DON | I | CHIEF EXECUTIVE OFFICER | C | Control |
| MCCLAFLIN, ANDY, DON | I | CHIEF EXECUTIVE OFFICER | C | Control |
| MCCLAFLIN, ANDY, DON | I | CHIEF EXECUTIVE OFFICER | C | Control |
| MCCLAFLIN, ANDY, DON | I | CHIEF EXECUTIVE OFFICER | C | Control |
| MCCLAFLIN, ANDY, DON | I | CHIEF EXECUTIVE OFFICER | C | Control |
| BOWMAN, RYAN, MICHAEL | I | WEALTH ADVISOR AND PLANNER | A | Control |
Registrations
Federal
IA
Dec 22, 2025 REGISTERED
Notice Filings (7)
AZ CO FL LA MO NE TX
Address
8333 RALSTON ROAD,SUITE 2
ARVADA, CO 80002
United States
Phone: (303) 421-1113