# Aspen Wealth Planners

Aspen Wealth Planners is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** aspenwealthplanners.com

## Regulatory record

- **CRD number:** 118324
- **SEC file number:** 801-60901
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/118324

## About

ASPEN WEALTH PLANNERS LLC is an SEC-registered investment adviser with $35 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Questions

### Does Aspen Wealth Planners participate in fund commitments or only direct deals?

There is no public record of Aspen Wealth Planners making fund commitments, direct investments, co-investments, or club deals. The firm's investment activity — whether it allocates to external managers, builds direct portfolios, or some combination — has not been disclosed through any verifiable channel as of mid-2026.

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- [West Financial Strategies](https://altss.com/profile/west-financial-strategies-inc)
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Last updated: 2026-07-06T01:24:11.717Z

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