Aspen Private Advisors, LLC

Overview

Aspen Private Advisors, LLC is an SEC registered investment adviser based in Sioux Falls, SD, registered since 2018. It reports $2M in assets under management across 475 accounts, with 5 employees. It has 5 investment adviser representatives.

Reported AUM

$2M

Discretionary

100%

Accounts

475

Average account

$421K

Employees

5

Advisory reps

5

Registered since

2018

Jurisdictions

4

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Jeremy James Sorenson Managing Member CRD 4658195
• Todd Robert Dathe Managing Member, Chief Compliance Officer CRD 4200005

Advisory reps 3 of 5

• Cara M Beyer Insurance Agent · Investment Adviser Rep CRD 6359405
• Todd R Dathe Insurance Agent · Investment Adviser Rep CRD 4200005
• Meghan Kramer Insurance Agent · Investment Adviser Rep CRD 6953739

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

5201 S Western Ave Ste 103
Sioux Falls, SD 57108

County

Lincoln

Metro area

Sioux Falls, SD

Region

Midwest

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: aspenpa.com

Every state, with registration dates

Similar firms near Sioux Falls

• Compass Financial Group, IncSioux Falls, SD$1.5B AUM
• Elgethun Capital ManagementSioux Falls, SD$1.1B AUM
• Standard Family Office, LLCSioux Falls, SD$1B AUM
• Sage Capital Advisors, LLCSioux Falls, SD$63M AUM
• Lauer Capital Management LtdSioux Falls, SD$323M AUM