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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-30-2014
- Office Locations
- 1
Office Locations
About Aspen Financial Solutions, LLC
Aspen Financial Solutions is a fee-only, independent RIA in Colorado providing fiduciary investment management and comprehensive financial planning. The firm partners with clients to build and maintain long-term investment plans tailored to goals, time horizon, and market volatility. Portfolios primarily use public funds and ETFs and are custodied at Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 14 clients, or 14 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on March 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Aspen Financial Solutions, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRADLEY LOWE ZANIN
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #4369863
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,408,942 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,408,942 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Aspen Financial Solutions, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.