Aspen Wealth is a wealth manager based in Overland Park, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
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 oneÀ6 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\
Investment types: Philanthropy, Investment Funds, Private Equity, Venture Capital, Joint Venture/Partner
Sectors & themes: Investment Management, Equity/Mutual Funds, Wealth & Estate Planning, Trust Management, Legal & Tax Services, Retirement Planning, ETFs, Capital Markets, Charitable Investments Finance, Financial Services, Traditional Investments (Liquid Assets), High-Level Sectors, Non-Profit
Preferred geographies: United States
Location: 9300 West 110Th Street\\nSuite 680\\nOverland Park\\nKansas\\n66210\\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.