GRAND RAPIDS, MICRD 112081Latest ADV March 5, 2026
Aspen Investment Management Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Grand Rapids, MI. Its latest Form ADV filing, dated March 5, 2026, reports $452M in regulatory assets under management, 5 employees, and 617 accounts.
Assets Under Management
$452M
Employees
5
Offices
--
Total Clients
256
Primary office
GRAND RAPIDS, MI
4020 E. BELTLINE AVE NE, STE 103, GRAND RAPIDS, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.5% of total clients.
Top client categories% of clientsClients
1
Individuals
78.5%
201
2
HNWI
21.5%
55
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$452Mas of March 5, 2026
Discretionary99.1%
$449M
99% of total RAUM99.1%
Non-discretionary0.9%
$4M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$452M
Total Accounts617
10Y AUM Change+$276M (+156.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee51:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.