Aspen Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Worth, TX. Its latest Form ADV filing, dated April 13, 2026, reports $658M in regulatory assets under management, 9 employees, 1 office, and 1,121 accounts.
Assets Under Management
$658M
Employees
9
Offices
1 office
Total Clients
353
Primary office
FORT WORTH, TX
4200 S. HULEN ST., SUITE 422, FORT WORTH, TX, United States
Top client segmentHNWI represent 53.3% of total clients.
Top client categories% of clientsClients
1
HNWI
53.3%
188
2
Individuals
44.8%
158
3
Corporations
2.0%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$658Mas of April 13, 2026
Discretionary99.6%
$655M
100% of total RAUM99.6%
Non-discretionary0.4%
$3M
0% of total RAUM0.4%
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.
Total AUM$658M
Total Accounts1,121
10Y AUM Change+$545M (+484.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee39:1
10Y Employee Change+4 (+80.0%)
* 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.