Overview
Assets Under Management: $510 million
Headquarters: FORT WORTH, TX
High-Net-Worth Clients: 6
Average Client Assets: $73 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.48
Average High-Net-Worth Client Assets: $73 million
Total Client Accounts: 961
Discretionary Accounts: 955
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 159594
Filing ID: 2005753
Last Filing Date: 2025-07-24 17:25:00
Website: https://aspenwealthmgmt.com