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- Custodian
- Charles Schwab & Company · LPL Financial · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Atlas oakGlacier +more
- Established Date
- 09-10-2021
- Office Locations
- 1
Office Locations
About Aspen Wealth Management, LLC
Aspen Wealth Management, LLC is an independent RIA in West Palm Beach, FL providing wealth management and family office-style support. The firm pairs comprehensive financial planning with custom portfolio management, and offers coordinated tax and estate planning, retirement income planning, and 529 education savings strategies. Its Aspen Direct program offers pre-designed, risk-based managed portfolios, and reported SMA allocations skew toward ETFs.
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Owner & Executives
JUSTIN KERRY WINE
Chief Compliance Officer, Managing Member
- CRD
- #4088317
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,191,980 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,191,980 | -- |
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Separately Managed Accounts
Total SMA Asset: $33,191,980
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,355,012,088 | 70.0% |
| Cash | $1,866,433,752 | 30.0% |
| Total | $6,221,445,840 | 100.0% |