Aspen Wealth Management, Inc.
- Regulatory AUM
- $83.4M
- Discretionary
- $83.4M
- Clients
- 104
- Avg AUM / client
- $802K
- Accounts
- 323
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 69 | $20.9M | 25.1% |
| High net worth individuals | 33 | $62.0M | 74.3% |
| Charitable organizations | 2 | $472K | 0.57% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Jan 2015 · $7.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Awm Real Estate Fund I, Llc | Real Estate Fund | Kansas | $5.4M | 3 |
| Terrazzo Investments, Llc | Real Estate Fund | Kansas | $1.3M | 3 |
| Terrazzo Ii, Llc | Real Estate Fund | Kansas | $862K | 7 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Trevor Kyle Holsinger | President | Feb 2000 (27y) | 75% or more | |
| Stephen James Small | Chief Compliance Officer | Sep 2007 (19y) | 5% – 10% | |
| Tavis Craig Holsinger | Registered representative | Oct 2023 (3y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $7.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Awm Real Estate Fund I, Llc | Real Estate Fund | $5.4M | $50.0K | 3 |
| Terrazzo Investments, Llc | Real Estate Fund | $1.3M | $25.0K | 3 |
| Terrazzo Ii, Llc | Real Estate Fund | $862K | $25.0K | 7 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 1.12 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $34.2M (41% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗