# ASPEN WEALTH MANAGEMENT, INC.

ASPEN WEALTH MANAGEMENT, INC. of OVERLAND PARK, KS is an SEC-registered investment adviser.

## Registration

- CRD: 116061
- Type: SEC-registered investment adviser
- SEC file number: 801-62136
- Location: 9300 W. 110TH STREET, OVERLAND PARK, KS, 66210
- Phone: 913-491-0500
- Latest filing: 2026-03-20
- Regulatory AUM: $83.4M
- Discretionary AUM: $83.4M
- Clients: 3
- Accounts: 323

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| KERR TROY DAVID | CHIEF COMPLIANCE OFFICER | — |
| LAGERSTROM CORY LYNN | REPRESENTATIVE | — |
| SMALL BARRY JAMES | CHIEF COMPLIANCE OFFICER | — |
| HOLSINGER TREVOR KYLE | PRESIDENT | — |
| HOLSINGER JOHANNA BACHMAN | CHIEF COMPLIANCE OFFICER; REPRESENTATIVE | — |
| GASAL DAVID FRANKLIN | REPRESENTATIVE | — |
| CAREY ANITA LESTER | REPRESENTATIVE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/116061/brochure
- Similar advisers: https://search.stillhousedata.com/firm/116061/similar
- Related entities: https://search.stillhousedata.com/firm/116061/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/116061

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.