Aspen Wealth Management, Inc.

Aspen Wealth Management, Inc. (CRD# 116061) is a financial advisory firm headquartered in Overland Park, KS. They manage $46,456,548 in 492 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    492
    ACCOUNTS
  • Average Account Value
    $94,424
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS, MO

Financial Advisors at Aspen Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Stephen J. Small
CRD#: 5400331
7300 College Blvd., Suite 306, Overland Park, KS 66210
93
Wealthminder
score

Stephen Small (CRD# 5400331) is an Investment Advisor Representative working at Aspen Wealth Management, Inc. in Overland Park, KS and has over 10 years of experience in the finance industry.

2
Darrin R. Wolff
CRD#: 2401672
7300 College Blvd., Suite 306, Overland Park, KS 66210
83
Wealthminder
score

Darrin Wolff (CRD# 2401672) is an Investment Advisor Representative working at Aspen Wealth Management, Inc. in Overland Park, KS and has over 24 years of experience in the finance industry.

3
Trevor K. Holsinger
CRD#: 2816719
7300 College Blvd., Suite 306, Overland Park, KS 66210
68
Wealthminder
score

Trevor Holsinger (CRD# 2816719) is an Investment Advisor Representative working at Aspen Wealth Management, Inc. in Overland Park, KS and has over 14 years of experience in the finance industry.

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