$3.7M Total AUM
$3.7M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- LegacyHorizon
- Established Date
- 03-16-2021
- Office Locations
- 1
Office Locations
-- Dallas TX
About Aspen Wealth Advisors LLC
Aspen Wealth Advisors LLC is a Dallas-based RIA serving retail clients with comprehensive financial planning, tax planning, and retirement/education planning. The firm provides 401(k) guidance and manages taxable and IRA/Roth accounts, primarily using low-cost ETFs to build tax-efficient, diversified portfolios. Custody is with Charles Schwab, and planning follows a 7-step process with ongoing monitoring.
Team overview
-- AVG AGE
$3.7M AVG AUM / ADVISOR
$215.9K AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
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Asset Classes
Focus radial Catalyst focus
Custodian
Capital
Investment Themes
Vector Timber capital
Investment Vehicles
North Harbor fusion
Services
Quantum wave Oak Optima Matrix north
Technology
Vector ember Pioneer element
Owner & Executives
B
Brandon Thomas Simpson
Owner, Regional Director
- CRD
- #7323193
- Ownership
- 75% or more
(556) 769-9478
pathway.wave@horizoncapital.com
in linkedin.com/in/unison-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,670,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,670,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,670,000
Equity - Exchange:
48.4% Cash:
51.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,676,594,248 | 48.4% |
| Cash | $3,919,674,859 | 51.6% |
| Total | $7,596,269,107 | 100.0% |