SIOUX FALLS, SDCRD 297639Latest ADV March 26, 2026
Aspen Private Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sioux Falls, SD. Its latest Form ADV filing, dated March 26, 2026, reports $200M in regulatory assets under management, 5 employees, and 475 accounts.
Assets Under Management
$200M
Employees
5
Offices
--
Total Clients
125
Primary office
SIOUX FALLS, SD
5201 SOUTH WESTERN AVENUE, SUITE 103, SIOUX FALLS, SD, United States
Top client segmentIndividuals represent 51.2% of total clients.
Top client categories% of clientsClients
1
Individuals
51.2%
64
2
HNWI
48.8%
61
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$200Mas of March 26, 2026
Discretionary100.0%
$200M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$200M
Total Accounts475
10Y AUM Change+$200M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee25:1
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.