# ASPEN WEALTH MANAGEMENT, LLC

ASPEN WEALTH MANAGEMENT, LLC of FORT WORTH, TX is an SEC-registered investment adviser.

## Registration

- CRD: 159594
- Type: SEC-registered investment adviser
- SEC file number: 801-114243
- Location: 4200 S. HULEN ST., SUITE 422, FORT WORTH, TX, 76109
- Phone: 817-546-6353
- Latest filing: 2026-04-13
- Regulatory AUM: $657.8M
- Discretionary AUM: $654.9M
- Non-discretionary AUM: $2.9M
- Clients: 9
- Accounts: 1,121

## Business model

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

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Helen Barbre Stephens | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Nathan Wayne Davis | MEMBER | — |
| Candace Scholz | MEMBER | — |
| James Arlen Davis | MEMBER | — |
| DAVIS MARK WAYNE | MEMBER | — |
| STEPHENS HELEN BARBRE | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Scholz Candace | MEMBER | — |
| Davila Michelle R | MEMBER | — |
| MAYNES OLIVIA SIMON | MEMBER | — |
| DAVIS JAMES ARLEN | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159594/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159594/similar
- Related entities: https://search.stillhousedata.com/firm/159594/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159594

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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.