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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Value emberFrontier frontier +more
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
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
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CARA MARIE BEYER
Financial Advisor, General Partner
- CRD
- #6359405
Meghan Kramer
CERTIFIED FINANCIAL PLANNER
- CRD
- #6953739
Optima zenith
Radial harbor vital
- CRD
- #35390
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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
Total SMA Asset: $199,936,645
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,079,307,025 | 25.3% |
| Cash | $2,498,455,872 | 30.4% |
| Equity - Exchange | $1,150,604,678 | 14.0% |
| U.S. Government/Agency | $2,490,237,266 | 30.3% |
| Total | $8,218,604,841 | 100.0% |