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  5. Aspen Wealth Strategies, LLC

Aspen Wealth Strategies, LLC

Company Details

Name: Aspen Wealth Strategies, LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 03 May 2013 (12 years ago)
Entity Number: 20131277435
ZIP code: 80002
County: Jefferson County
Place of Formation: COLORADO
Principal Address: 8333 Ralston Rd Suite 2 Arvada CO 80002 US
Mailing Address: US

Central Index Key

CIK number Mailing Address Business Address Phone
1972517 8333 RALSTON ROAD, SUITE 2, ARVADA, CO, 80002 8333 RALSTON ROAD, SUITE 2, ARVADA, CO, 80002 (303) 421-1113

Filings since 2024-10-28
Form type 13F-HR
File number 028-23235
Filing date 2024-10-28
Reporting date 2024-09-30
File View File

Filings since 2024-08-20
Form type N-PX
File number 028-23235
Filing date 2024-08-20
Reporting date 2024-06-30
File View File

Filings since 2024-07-22
Form type 13F-HR
File number 028-23235
Filing date 2024-07-22
Reporting date 2024-06-30
File View File

Filings since 2024-05-13
Form type 13F-HR
File number 028-23235
Filing date 2024-05-13
Reporting date 2024-03-31
File View File

Filings since 2024-01-30
Form type 13F-HR
File number 028-23235
Filing date 2024-01-30
Reporting date 2023-12-31
File View File

Filings since 2023-11-01
Form type 13F-HR
File number 028-23235
Filing date 2023-11-01
Reporting date 2023-09-30
File View File

Filings since 2023-08-02
Form type 13F-HR
File number 028-23235
Filing date 2023-08-02
Reporting date 2023-06-30
File View File

Filings since 2023-05-15
Form type 13F-HR
File number 028-23235
Filing date 2023-05-15
Reporting date 2022-12-31
File View File

Filings since 2023-05-12
Form type 13F-HR
File number 028-23235
Filing date 2023-05-12
Reporting date 2023-03-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ASPEN WEALTH STRATEGIES 401(K) PROFIT SHARING PLAN & TRUST 2021 462697273 2023-10-13 ASPEN WEALTH STRATEGIES 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-15
Business code 541990
Sponsor’s telephone number 3034211113
Plan sponsor’s address 8333 RALSTON RD STE 2, ARVADA, CO, 80002

Signature of
Role Plan administrator
Date 2023-10-13
Name of individual signing ANDY D MCCLAFLIN
Valid signature Filed with authorized/valid electronic signature
ASPEN WEALTH STRATEGIES 401(K) PROFIT SHARING PLAN & TRUST 2020 462697273 2021-08-05 ASPEN WEALTH STRATEGIES 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-15
Business code 541990
Sponsor’s telephone number 3034211113
Plan sponsor’s address 8333 RALSTON RD STE 2, ARVADA, CO, 80002

Signature of
Role Plan administrator
Date 2021-08-05
Name of individual signing RYAN BOWMAN
Valid signature Filed with authorized/valid electronic signature
ASPEN WEALTH STRATEGIES 401(K) PROFIT SHARING PLAN & TRUST 2019 462697273 2020-04-16 ASPEN WEALTH STRATEGIES 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-15
Business code 541990
Sponsor’s telephone number 3034211113
Plan sponsor’s address 8333 RALSTON RD STE 2, ARVADA, CO, 80002

Signature of
Role Plan administrator
Date 2020-04-16
Name of individual signing JOEL FAIRCLOTH
Valid signature Filed with authorized/valid electronic signature
ASPEN WEALTH STRATEGIES 401 K PROFIT SHARING PLAN TRUST 2018 462697273 2019-07-12 ASPEN WEALTH STRATEGIES 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-15
Business code 541990
Sponsor’s telephone number 3034211113
Plan sponsor’s address 8333 RALSTON RD STE 2, ARVADA, CO, 80002

Signature of
Role Plan administrator
Date 2019-07-12
Name of individual signing JOEL FAIRCLOTH
Valid signature Filed with authorized/valid electronic signature
ASPEN WEALTH STRATEGIES 401(K) PLAN 2016 462697273 2017-03-19 ASPEN WEALTH STRATEGIES 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-15
Business code 523900
Sponsor’s telephone number 3034211113
Plan sponsor’s address 8333 RALSTON RD, STE 2, ARVADA, CO, 800022355

Signature of
Role Plan administrator
Date 2017-03-19
Name of individual signing ANDY MCCLAFLIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-03-19
Name of individual signing ANDY MCCLAFLIN
Valid signature Filed with authorized/valid electronic signature
ASPEN WEALTH STRATEGIES 401(K) PLAN 2015 462697273 2016-05-16 ASPEN WEALTH STRATEGIES 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-15
Business code 523900
Sponsor’s telephone number 3034211113
Plan sponsor’s address 8333 RALSTON RD, STE 2, ARVADA, CO, 800022355

Signature of
Role Plan administrator
Date 2016-05-16
Name of individual signing ANDY MCCLAFLIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-05-16
Name of individual signing ANDY MCCLAFLIN
Valid signature Filed with authorized/valid electronic signature
ASPEN WEALTH STRATEGIES 401(K) PLAN 2014 462697273 2015-08-03 ASPEN WEALTH STRATEGIES 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-15
Business code 523900
Sponsor’s telephone number 3034211113
Plan sponsor’s address 8333 RALSTON RD, STE 2, ARVADA, CO, 800022355

Signature of
Role Plan administrator
Date 2015-08-03
Name of individual signing ANDY MCCLAFLIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-08-03
Name of individual signing ANDY MCCLAFLIN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Andy McClaflin Agent 8333 Ralston Rd. Suite 2 Arvada CO 80002 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20248059125 Statement Curing Delinquency 2024-09-30 2024-09-30 No data No data
20231219946 Statement Curing Delinquency 2023-02-24 2023-02-24 No data No data
20211528140 File Report 2021-06-02 2021-06-02 No data No data
20201389558 File Report 2020-04-29 2020-04-29 No data No data
20201112105 Amend and Restate Articles of Organization for an LLC 2020-02-03 2020-02-03 No data No data
20191373003 File Report 2019-04-30 2019-04-30 No data No data
20181340464 File Report 2018-04-24 2018-04-24 No data No data
20171574252 File Report 2017-07-27 2017-07-27 No data No data
20161302623 File Report 2016-04-28 2016-04-28 No data No data
20151288837 File Report 2015-04-27 2015-04-27 No data No data

Related by officers

Andy McClaflin

The McClaflin Foundation M&M Boat, LLC Flat Iron Classics Ltd. McClaflin Real Estate LLC McHock Real Estate LLC RAR Ltd. Urban Frontier Wealth Management LLC Standard Equine ltd.

Related by address

US

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Date of last update: 27 Jan 2025

Sources: Colorado's Secretary of State

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