Aspen Wealth

Wealth ManagerOverland Park, United States
$2.5B
Assets Under Management
Overland Park
Headquarters

About Aspen Wealth

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\

Preferred Investment Types

PhilanthropyInvestment FundsPrivate EquityVenture CapitalJoint Venture/Partner

Preferred Sectors & Themes

Investment ManagementEquity/Mutual FundsWealth & Estate PlanningTrust ManagementLegal & Tax ServicesRetirement PlanningETFsCapital MarketsCharitable Investments FinanceFinancial ServicesTraditional Investments (Liquid Assets)High-Level SectorsNon-Profit

Preferred Geographies

United States

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Frequently asked questions

What type of investor is Aspen Wealth?

Aspen Wealth is a wealth manager based in Overland Park, United States, managing approximately $2.5B in assets.

Where is Aspen Wealth headquartered?

Aspen Wealth is headquartered in Overland Park, United States.

How much does Aspen Wealth manage?

Aspen Wealth manages approximately $2.5B in assets under management.

What does Aspen Wealth invest in?

Aspen Wealth focuses on Philanthropy, Investment Funds, Private Equity, Venture Capital, Joint Venture/Partner, Investment Management, Equity/Mutual Funds, Wealth & Estate Planning.

How can I contact Aspen Wealth?

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