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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-05-2000
- Office Locations
- 1
Office Locations
About Aspen Wealth Management, Inc.
Aspen Wealth Management, Inc. is a fee-only RIA providing retirement-focused financial planning, advisory services, and discretionary investment management. The firm emphasizes risk mitigation—seeking to capture most upside while avoiding major drawdowns—using valuation discipline (buy good assets at cheap prices) and attention to market trends. Portfolios commonly use ETFs and mutual funds, with custody through Charles Schwab.
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Owner & Executives
TREVOR KYLE HOLSINGER
President, Vice President
- CRD
- #2816719
- Ownership
- 75% or more
STEPHEN JAMES SMALL
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #5400331
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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TAVIS CRAIG HOLSINGER
Financial Advisor
- CRD
- #3011205
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,358,059 | $111,747 |
| Non-Discretionary | $0 | $1,119,934 |
| Total | $83,358,059 | $115,176 |
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Separately Managed Accounts
Total SMA Asset: $83,358,059
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $983,824,875 | 12.8% |
| Public Funds | $630,262,810 | 8.2% |
| Private Funds | $922,335,820 | 12.0% |
| Cash | $699,437,997 | 9.1% |
| Corporate - Investment Grade | $1,852,357,772 | 24.1% |
| Municipal Bonds | $384,306,592 | 5.0% |
| Other | $453,481,778 | 5.9% |
| U.S. Government/Agency | $1,760,124,190 | 22.9% |
| Total | $7,686,131,834 | 100.0% |