Investment adviser · CRD 116061

ASPEN WEALTH MANAGEMENT, INC.

Investment adviser filing (IA)

OVERLAND PARK, KS, United States · Form ADV filed Jan 2, 2015

Regulatory AUM
$67.7M
Form ADV · Item 5.F
Client accounts
588
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

3 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

AWM REAL ESTATE FUND I, LLCReal Estate Fund · Last reported Jan 2, 2015$5.4MGross asset value
Auditor GOTTLIEB & FLEKIER & CO P.A. OVERLAND PARK, Kansas, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-9560717468
Reported beneficial owners
3
Minimum commitment
$50K
Form D file number
021-77116

Form ADV 863084 · Jan 2, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

TERRAZZO INVESTMENTS, LLCReal Estate Fund · Last reported Jan 2, 2015$1.32MGross asset value

Form D fundraising filings

Terrazzo Investments LLC

Auditor GOTTLIEB & FLEKIER & CO P.A. OVERLAND PARK, Kansas, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-3577393458
Reported beneficial owners
3
Minimum commitment
$25K
Form D file number
021-125559

Form ADV 863084 · Jan 2, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

TERRAZZO II, LLCReal Estate Fund · Last reported Jan 2, 2015$862KGross asset value

Form D fundraising filings

Terrazzo II, LLC

Auditor GOTTLIEB & FLEKIER & CO P.A. OVERLAND PARK, Kansas, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-1781916953
Reported beneficial owners
7
Minimum commitment
$25K
Form D file number
021-142882

Form ADV 863084 · Jan 2, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jan 2, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

7300 COLLEGE BLVD., SUITE 306
OVERLAND PARK, KS, 66210, United States

CRD 116061

Filing source

Form ADV 863084 · Jan 2, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.