ASPEN WEALTH MANAGEMENT, LLC of FORT WORTH, TX is an SEC-registered investment adviser (CRD 159594). Regulatory assets under management: $657.8M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pensions, Other.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| SOUTHLAKE | TX | 1 | 817-546-6353 |