Aspen Wealth Management, Inc.

Aspen Wealth Management, Inc. is a registered investment advisor firm founded in early 2000 by Trevor Holsinger, who serves as the President and CEO. The firm, originally known as Aspen Advisors, Inc., offers a range of wealth services to clients, with a specialization in investment selection and portfolio management. Trevor has over $300 million of client assets management experience and is a Series 63 license holder. The firm's investment decisions are based on firm-wide policies and Trevor's analysis. Stephen Small, the Chief Compliance Officer and a minority shareholder at Aspen Wealth Management, provides financial planning and investment advice to individuals. He also assists businesses with retirement and profit-sharing plans. Stephen holds a Series 65 license and brings a blend of corporate and industry perspectives to the firm's investment analysis activities. Tavis Holsinger, another investment advisor representative at Aspen, has over 30 years of experience in commercial real estate lending and investment. He holds a Series 65 license and has managed significant real estate assets in his previous roles. The firm's advisors are subject to quarterly reviews of personal trades and client portfolios by the Chief Compliance Officer. No disciplinary information is applicable to any of the advisors mentioned in the brochure supplements.