ASPEN LEAF WEALTH MANAGEMENT, PBC

ASPEN LEAF WEALTH MANAGEMENT, PBC of GOLDEN, CO is an SEC-registered investment adviser (CRD 165676). Regulatory assets under management: $99.2M.

Registration

• CRD: 165676
• Type: Registered investment adviser
• Location: 14143 DENVER WEST PKWY, GOLDEN, CO, 80401
• Phone: 720-593-4660
• Latest filing: 2026-03-06
• Regulatory AUM: $99.2M
• Discretionary AUM: $93.7M
• Non-discretionary AUM: $5.5M
• Clients: 3
• Accounts: 329

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165676 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search