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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $279.7M | $273.3M | $6.4M | 7 | 0 |
| Aug 2025 | $279.7M | $273.3M | $6.4M | 7 | 0 |
| Mar 2025 | $279.7M | $273.3M | $6.4M | 7 | 0 |
| Jan 2025 | $279.7M | $273.3M | $6.4M | 7 | 0 |
| Aug 2024 | $248.7M | $240.8M | $7.9M | 7 | 0 |
| Mar 2024 | $248.7M | $240.8M | $7.9M | 7 | 0 |
| Jul 2023 | $226.3M | $223.3M | $3M | 8 | 0 |
| Jun 2023 | $226.3M | $223.3M | $3M | 7 | 0 |
| Mar 2023 | $226.3M | $223.3M | $3M | 7 | 0 |
| Aug 2022 | $248.5M | $244.9M | $3.6M | 9 | 0 |
| Jun 2022 | $248.5M | $244.9M | $3.6M | 9 | 0 |
| Mar 2022 | $248.5M | $244.9M | $3.6M | 9 | 0 |
| Jul 2021 | $184.1M | $173.1M | $11M | 8 | 0 |
| Jun 2021 | $184.1M | $173.1M | $11M | 8 | 0 |
| Apr 2021 | $184.1M | $173.1M | $11M | 8 | 0 |
| Jan 2021 | $184.1M | $173.1M | $11M | 9 | 0 |
| Nov 2020 | $0 | $0 | $0 | 4 | 0 |
| Aug 2020 | $0 | $0 | $0 | 4 | 0 |
DateDec 2025
Total AUM$279.7M
Discretionary$273.3M
Non-Disc.$6.4M
Employees7
Clients0
DateAug 2025
Total AUM$279.7M
Discretionary$273.3M
Non-Disc.$6.4M
Employees7
Clients0
DateMar 2025
Total AUM$279.7M
Discretionary$273.3M
Non-Disc.$6.4M
Employees7
Clients0
DateJan 2025
Total AUM$279.7M
Discretionary$273.3M
Non-Disc.$6.4M
Employees7
Clients0
DateAug 2024
Total AUM$248.7M
Discretionary$240.8M
Non-Disc.$7.9M
Employees7
Clients0
DateMar 2024
Total AUM$248.7M
Discretionary$240.8M
Non-Disc.$7.9M
Employees7
Clients0
DateJul 2023
Total AUM$226.3M
Discretionary$223.3M
Non-Disc.$3M
Employees8
Clients0
DateJun 2023
Total AUM$226.3M
Discretionary$223.3M
Non-Disc.$3M
Employees7
Clients0
DateMar 2023
Total AUM$226.3M
Discretionary$223.3M
Non-Disc.$3M
Employees7
Clients0
DateAug 2022
Total AUM$248.5M
Discretionary$244.9M
Non-Disc.$3.6M
Employees9
Clients0
DateJun 2022
Total AUM$248.5M
Discretionary$244.9M
Non-Disc.$3.6M
Employees9
Clients0
DateMar 2022
Total AUM$248.5M
Discretionary$244.9M
Non-Disc.$3.6M
Employees9
Clients0
DateJul 2021
Total AUM$184.1M
Discretionary$173.1M
Non-Disc.$11M
Employees8
Clients0
DateJun 2021
Total AUM$184.1M
Discretionary$173.1M
Non-Disc.$11M
Employees8
Clients0
DateApr 2021
Total AUM$184.1M
Discretionary$173.1M
Non-Disc.$11M
Employees8
Clients0
DateJan 2021
Total AUM$184.1M
Discretionary$173.1M
Non-Disc.$11M
Employees9
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0