THE ASPEN EQUITY GROUP

THE ASPEN EQUITY GROUP of WACO, TX is an SEC-registered investment adviser (CRD 118282). Regulatory assets under management: $36.7M.

Registration

• CRD: 118282
• Type: Registered investment adviser
• Location: 510 N. VALLEY MILLS, WACO, TX, 76710
• Phone: 970-925-1499
• Latest filing: 2026-03-31
• Regulatory AUM: $36.7M
• Discretionary AUM: $36.7M
• Clients: 2
• Accounts: 89

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 118282 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search