A
$34.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-16-2002
- Office Locations
- 1
Office Locations
PO BOX 40292 Broken Arrow OK
About Aspen Wealth Planners LLC
Aspen Wealth Planners LLC is a retail RIA in Broken Arrow, OK serving entrepreneurs with financial and estate planning, insurance guidance, and portfolio construction. The firm’s SMA portfolios lean heavily to ETFs, complemented by U.S. government/agency bonds and public funds, and it custodies primarily with Charles Schwab. Owner-led by Shanda Kaye Sullivan (IAR/CCO).
Team overview
-- AVG AGE
$34.6M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
3.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
SHANDA KAYE SULLIVAN
Chief Compliance Officer, Investment Adviser Representative, Owner
- CRD
- #5870095
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $34,605,883 | -- |
| Total | $34,605,883 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Public Funds:
Available Cash:
Available Equity - OTC:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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