Aspen Wealth Management Revenue
Financial Services • 
Fort Worth, Texas, United States • 11-20 Employees
Aspen Wealth Management revenue & valuation
| Annual revenue | $784,424 |
| Revenue per employee | $72,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,600,000 |
| Total funding | No funding |
Key Contacts at Aspen Wealth Management
Helen Barbre-Stephens
Certified Financial Planner™ | Financial, Retirement & Tax Planner | Founder & President
Scott Roth
Director Of Operations And Research At Aspen Wealth Management
Troy Fore
Director Of Client Engagement
Candace Scholz
Director Of Financial Planning
Company overview
| Headquarters | 4200 S. Hulen St., Suite 422, Fort Worth, TX 76109, US |
| Phone number | +18175466353 |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Keywords | Retirement Planning, Financial Planning, Tax Preparation, Investment Management |
| Employees | 11-20 |
| Socials |
Aspen Wealth Management Email Formats
Aspen Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@aspenwealthmgmt.com), used 90% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@aspenwealthmgmt.com | 90% |
{first name} | john@aspenwealthmgmt.com | 10% |
About Aspen Wealth Management
At Aspen Wealth Management, we’re on a mission to inspire our clients to make informed financial decisions through education, communication, and service. Advisory services offered through Helen Stephens Group, LLC dba Aspen Wealth Management, a Registered Investment Advisor We take the time to listen to each client’s needs and fully understand their goals so that we can help develop and implement a financial plan and investment strategy tailored to their individual and family needs. And we’re committed to exceeding expectations by providing personalized guidance on all aspects of our clients’ financial lives. Clients who go through our financial planning process feel confident, prepared, and empowered about their financial futures. As a fee-only firm, we do not work on commissions. This allows us to remain completely free of conflicts of interest and ensures our objectivity. We have a fiduciary duty to put our clients’ needs first. If you’re in the Fort Worth, Texas area and you are looking for an independent, fee-only financial planning firm, reach out to our team today! Learn more by visiting www.aspenwealthmgmt.com. Advisory services offered through Helen Stephens Group, LLC dba Aspen Wealth Management, a Registered Investment Advisor.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Aspen Wealth Management has 10 employees across 4 departments.
Departments
Number of employees
Funding Data
Aspen Wealth Management has never raised funding before.
Aspen Wealth Management Tech Stack
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