Aspen Standard Wealth
Company

Aspen Standard Wealth

Investment Management New York, Ny, United States 22 employees
Employees
22
Contacts
4
Emails
4
Phones
3

Aspen Standard Wealth Overview

Headquarters
New York, Ny, United States
Industry
Investment Management
Employees
22
Founded
2024
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About Aspen Standard Wealth

We built Aspen for RIA owners who are looking for a financially attractive option to transition ownership while preserving their legacy and unlocking their firm’s next chapter of growth. Our unique supported and decentralized model enables a transition of ownership while minimizing disruption for their clients and taking care of their people. Aspen is a perpetual capital partner that will guarantee the firms’ continued independence for generations, ensuring their people have rich and engaging careers and their clients can continue to rely on the same unparalleled service. Aspen supports its leadership teams with best-in-class talent development programs, strong marketing and business development teams, compliance support programs, and a path-to-partnership for high performing advisors. By partnering with Aspen, firms gain critical capabilities, maintain what is special about their firm, and avoid common pain points associated with other aggregators and integrators. Aspen is backed by Alpine Investors.

Aspen Standard Wealth Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
3
75.0% coverage

Aspen Standard Wealth Org Chart

Sample employees and titles
Name Title Contact
James Cantwell 🎯 Ria Technology Simplifier - Helping
Email Phone
Richard C. Sarhaddi General Counsel & Chief Compliance
Email Phone
Kate Moulton Chmielewski Partner - Head of Marketing - Aspen
Email
Bryan Jaffe Executive IT Leader - Simplifying
Email Phone

Employees by Management Level

Individual contributor 2 profiles
Executive 1 profile
VP / Head 1 profile

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