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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- RadialMeridian eagle
- Established Date
- 02-17-2012
- Office Locations
- 1
Office Locations
About Aspen Wealth Management, LLC
Aspen Wealth Management is a fee-only, fiduciary RIA providing integrated financial planning and ongoing investment management for nearing-retirement couples, multi-generational families, and young families nationwide (video/phone). The firm is staffed exclusively with CFP® professionals and emphasizes cost-effective, well-diversified portfolios built to support client goals—not product sales or market timing. Custody includes Charles Schwab.
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Owner & Executives
HELEN BARBRE STEPHENS
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2421457
- Ownership
- 50% but less than 75%
NATHAN WAYNE DAVIS
Chief Investment Officer
- CRD
- #6206357
- Ownership
- 10% but less than 25%
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Pioneer vital matrix
- CRD
- #68880
- Ownership
- 33.6%
Showing 2 of 4 owners & executives
Unlock allContacts
TROY ALBERT FORE III
--
- CRD
- #6389727
Abigail Phillips Hasling
--
- CRD
- #6367906
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Prime atlas
- CRD
- #14053
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $654,884,188 | $616,072 |
| Non-Discretionary | $2,941,536 | $50,716 |
| Total | $657,825,724 | $586,820 |
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Separately Managed Accounts
Total SMA Asset: $657,825,724
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $482,196,175 | 31.9% |
| Equity - Exchange | $408,128,424 | 27.0% |
| Cash | $621,262,155 | 41.1% |
| Total | $1,511,586,754 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX OPTIMA SIGNAL | MERIDIAN MOMENTUM | MEQ1LLU4R | KYCJ | 6.49% | $114,076,741 |
| FRONTIER PATHWAY CREST | PRIME FUSION | A5YU5H0KR | NYI | 4.64% | $52,182,084 |
| ALPHA BRIDGE FRONTIER | EMBER MATRIX | NVXU7TXKE | LXW | 5.68% | $40,543,129 |
| UNISON LEGACY | PATHWAY VITAL | NWL4DE1LV | YOKY | 2.22% | $41,779,110 |
| VALUE PATHWAY | BEACON LEGACY | IEF3Y8IMU | EALWW | 7.63% | $11,184,846 |
| VALUE MOMENTUM | ATLAS PRIME | KW22ZJU1O | CWG | 7.76% | $63,304,933 |
| VERTEX VERTEX | ALPHA DELTA | OVJ3DIANX | WIPGP | 10.75% | $70,984,937 |
| RADIAL GLACIER FOCUS | CATALYST CATALYST | IBFP5OCGD | NZNLM | 3.46% | $106,534,928 |