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- Custodian
- Charles Schwab & Company · Fidelity/NFS · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-20-2020
- Office Locations
- 1
Office Locations
About Aspen Wealth Strategies, LLC
Aspen Wealth Strategies, LLC is a Colorado-based, fee-only RIA providing holistic wealth management across investments, retirement, real estate, education, savings, and insurance. The team builds and updates individualized plans with ongoing reviews and portfolio audits, and offers proprietary probability-based planning calculators to stress-test retirement outcomes. Custody includes Charles Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANDY DON MCCLAFLIN
Chairman, Manager, WEALTH ADVISOR
- CRD
- #4670759
- Ownership
- 75% or more
AMBER KELLY ANDERSON
Chief Compliance Officer, Manager, Vice President Of Client Services
- CRD
- #5535450
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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KELLIE G BEIERS
Investment Advisor
- CRD
- #4038008
STEPHANIE C. MCELHENY
President
- CRD
- #5806111
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $309,103,704 | $278,974 |
| Non-Discretionary | $3,075,299 | $47,312 |
| Total | $312,179,003 | $266,137 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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