Aspen Wealth Strategies, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Arvada, CO. Its latest Form ADV filing, dated February 25, 2026, reports $312M in regulatory assets under management, 7 employees, 3 offices, and 1,173 accounts.
Assets Under Management
$312M
Employees
7
Offices
3 offices
Total Clients
363
Primary office
ARVADA, CO
8333 RALSTON ROAD, SUITE 2, ARVADA, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.3% of total clients.
Top client categories% of clientsClients
1
Individuals
68.3%
248
2
HNWI
31.7%
115
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$312Mas of February 25, 2026
Discretionary99.0%
$309M
99% of total RAUM99.0%
Non-discretionary1.0%
$3M
1% of total RAUM1.0%
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$312M
Total Accounts1,173
10Y AUM Change+$312M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee52:1
10Y Employee Change-1 (-12.5%)
* 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.