# ASPEN WEALTH PLANNERS LLC

ASPEN WEALTH PLANNERS LLC of OAKLAND, CA is an SEC-registered investment adviser.

## Registration

- CRD: 118324
- Type: SEC-registered investment adviser
- SEC file number: 801-60901
- Location: 1300 CLAY ST, SUITE 600, OAKLAND, CA, 94612
- Phone: (918) 814-7074
- Latest filing: 2026-01-06
- Regulatory AUM: $34.6M
- Non-discretionary AUM: $34.6M
- Clients: 1
- Accounts: 109

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| SCHMIDT ROSS ALAN | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118324/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118324/similar
- Related entities: https://search.stillhousedata.com/firm/118324/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118324

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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.