ASPEN WEALTH MANAGEMENT, INC.
SEC file number 801-62136
· OVERLAND PARK, KS
https://aspendental.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$96.2M
Discretionary AUM
$93.1M
Employees
3
Clients
150
Firm
- Address
- 7300 COLLEGE BLVD.
OVERLAND PARK, KS 66210 - Phone
- —
- Website
- https://aspendental.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
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- WebFX Management Holdings, LLC Medium name-match confidence · CIK 1913207 · NY
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WebFX Management Holdings, LLC · D/A · Mar 9, 2026
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Redstone Wealth Management Co., Ltd. · D · Feb 20, 2026$100M
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Strata Solas Wealth Management LLC · D · Jan 20, 2026
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US Wealth Management Ventures, LLC · D · Nov 24, 2025$5M
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Cantata Wealth Management, LLC · D/A · Oct 10, 2025$2M
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AD Fund Management LP · D · Sep 10, 2025
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WebFX Management Holdings, LLC · D/A · Mar 7, 2025
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Cantata Wealth Management, LLC · D · Feb 19, 2025$2M