A
$3.4M Total AUM
$1.7M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-17-2018
- Office Locations
- 1
Office Locations
6684 E. 162nd Ave. Brighton CO
About Aspen Gold Financial
Aspen Gold Financial is a Colorado-based, planning-led wealth manager focused on retirement outcomes. The firm provides comprehensive financial planning (tax planning, budgeting, risk management), investment and portfolio management, and estate planning, with an emphasis on wealth preservation and growth. Public filings indicate portfolios are largely ETF-based and the firm can custody through platforms such as Altruist.
Team overview
-- AVG AGE
$3.4M AVG AUM / ADVISOR
$242.9K AVG AUM / CLIENT
7.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Foundation vital Signal Optima
Client Personas
Meridian
Custodian
Vital radial Frontier Crest
Investment Themes
Timber radial Beacon
Investment Vehicles
Atlas meridian
Services
Legacy wave Prime insight Eagle Signal summit Oak Legacy eagle
Owner & Executives
R
ROBERT LOUIS ELLIOTT
Advisor, Chief Compliance Officer, President
- CRD
- #6768167
- Ownership
- 75% or more
(497) 519-6046
element.atlas@glaciercapital.com
in linkedin.com/in/catalyst-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,700,000 | -- |
| Non-Discretionary | $1,700,000 | -- |
| Total | $3,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,400,000
Equity - Exchange:
81.3% Cash:
18.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $6,733,995,203 | 81.3% |
| Cash | $1,548,901,726 | 18.7% |
| Total | $8,282,896,929 | 100.0% |