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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-13-2018
- Office Locations
- 1
Office Locations
About Aspen Private Advisors, LLC
Aspen Private Advisors is a Sioux Falls, SD wealth planning firm founded in 2018 that partners with clients on integrated financial planning and portfolio management. The team includes CFP® professionals with depth in retirement preparation and Social Security planning, serving individuals and entrepreneurs. Investment implementation commonly uses ETFs and mutual funds, with access to alternative strategies, and the firm is affiliated with LPL Financial.
Reported data analysis
What the numbers show
Between March 20, 2025 and March 26, 2026, reported AUM increased 13.2%, from $176.7M to $199.9M.
Across 5 reported observations, AUM increased 37.7% between March 1, 2022 and March 26, 2026, from $145.1M to $199.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 126 clients, or 25.2 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 26, 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
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Aspen Private Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TODD ROBERT DATHE
Chief Compliance Officer, Managing Member, Managing Principal, Owner
- CRD
- #4200005
- Ownership
- Less than 5%
JEREMY JAMES SORENSON
Financial Advisor, General Partner, Managing Member
- CRD
- #4658195
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
CARA MARIE BEYER
Financial Advisor, General Partner
- CRD
- #6359405
Meghan Kramer
CERTIFIED FINANCIAL PLANNER
- CRD
- #6953739
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $199,936,645 | $420,919 |
| Non-Discretionary | $0 | -- |
| Total | $199,936,645 | $420,919 |
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Separately Managed Accounts
SMA allocation detail is available
Aspen Private Advisors, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Aspen Private Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.