Aspen Wealth Management, Inc., is an independent, comprehensive financial services firm. For high net worth and aspiring high net worth families and individuals, we serve as a one-stop family office for overall integration of one's family wealth concerns and objectives. Aspen delivers to our clients: comprehensive financial planning, optimum risk-adjusted returns on their investments, and superior investment vehicles, some not available through other investment managers and financial planners. For our clients, we serve as the family office, the one advisor they seek to help coordinate all of their financial affairs, their Personal CFO. For businesses and business owners, we offer superior corporate retirement and 401(k) plans at very low costs with superior investment choices for employees. We are a fee-based registered investment advisory firm. As such, we are held to the highest standard in the investment profession - that of a fiduciary. Aspen's independence from commission-based services and products offered by brokerage firms and insurance companies allows it to objectively develop the most effective, integrated financial solution. We are a Registered Investment Advisor under state securities laws as required. Is Aspen Right For You?
View Top Employees from Aspen Wealth Management IncWebsite | http://www.aspenwealth.com |
Revenue | $4 million |
Employees | View employees |
Address | 9300 W 110th St, Ste 680, Overland Park, Kansas 66210, US |
Phone | (913) 491-0500 |
Technologies |
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Industry | Business Services General, Business Services |
SIC | SIC Code 874 Companies, SIC Code 87 Companies |
NAICS | NAICS Code 561110 Companies, NAICS Code 56111 Companies, NAICS Code 561 Companies, NAICS Code 5611 Companies, NAICS Code 56 Companies |
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The Aspen Wealth Management Inc annual revenue was $4 million in 2024.
Aspen Wealth Management Inc is based in Overland Park, Kansas.
The NAICS codes for Aspen Wealth Management Inc are [561110, 56111, 561, 5611, 56].
The SIC codes for Aspen Wealth Management Inc are [874, 87].