Tabitha
Aspling

Keating Wealth Management, LLC

CRD#2675614
Investment Advisor
in Englewood, CO

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About this Advisor

Tabitha Aspling is a financial advisor working in Englewood, Colorado with 6 years of industry experience. Aspling is an advisor for Keating Wealth Management, LLC. Their career trajectory has included roles at Keating Wealth Management, LLC, University Of Nevada, Reno and Sage Ridge School. Aspling maintains Series 66 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Colorado and Nevada. Keating Wealth Management, LLC is an advisory business operating out of Englewood, CO. The company has just two advisors. It oversees $151 million in total assets across its 167 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 167 client accounts, 84% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm provides portfolio management for individuals and small businesses. Fees for financial advisory services vary depending on the services offered. Fee types billed by Keating Wealth Management, LLC may include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 65

Years Registered*

6 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

8400 East Crescent Parkway, Suite 600
Englewood, CO 80111

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Keating Wealth Management, LLC Brokerage Details

Total Assets Under Management

$150,867,669

CO Average: $2,349,664,866
Total Number of Employees

2

CO Average: 28
Total Number of Accounts

167

CO Average: 1,101
Average Account Size

$903,399

CO Average: $2,134,119

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Tabitha Aspling Work History

Tabitha has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Keating Wealth Management, LLC

2014 - 2017 (3 years)

University Of Nevada, Reno

2010 - 2014 (4 years)

Sage Ridge School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Tabitha Aspling to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Keating Wealth Management, LLC

Tabitha Aspling
Englewood, CO
Timothy Keating
Englewood, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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