Blake Wilson
Financial advisor at Aspen Wealth Strategies, LLC · Arvada, CO
Last updated 2026-10-10
Claim your profileBlake Wilson is a financial advisor at Aspen Wealth Strategies, LLC in Arvada, CO, CRD 7891391. Licenses and exams on the registration: Series 65. IAPD registration began 2024-04-24.
Registration
- CRD number
- 7891391
- Registration status
- Active
- IAPD registration
- 2024-04-24
- Industry Experience
- 2 years
- Work Experience
- 10 years
- States registered
- CO
Licenses and exams
- Series 65
Work history
- 2023-08 to 2024-07 · Aspen Wealth Strategies, LLC · Arvada, CO
- 2020-07 to 2023-08 · Federal Deposit Insurance Corporation · Billings, MT
- 2019-06 to 2019-08 · Federal Deposit Insurance Corporation · Billings, MT
- 2016-08 to 2020-05 · Montana State University · Bozeman, MT
- 2024-07 to Present · Aspen Wealth Strategies, LLC · Arvada, CO
Current employment
- Aspen Wealth Strategies, LLC · Arvada, CO
Aspen Wealth Strategies, LLC
- Regulatory AUM
- $312,179,003
- Registered advisors
- 6
- Offices
- 1
- Clients per advisor
- 60.5 (Moderate)
- Average AUM per client
- $860K (Low)
- High-net-worth client ratio
- 31.7% (Moderate)
Aspen Wealth Strategies, LLC: advisors, services and reported ETF investments
About
Blake Wilson is a financial advisor at Aspen Wealth Strategies, LLC in Arvada, CO. Reported securities licenses include Series 65. The latest record indicates 2 years of industry experience and 10 years of reported work history. Reported roles include Federal Deposit Insurance Corporation, Montana State University, among others.
Aspen Wealth Strategies, LLC's firm-level Form ADV reports 6 advisors across 1 offices; approximately 60.5 clients per advisor, average assets per client of $859,997, and regulatory AUM of $312.2M; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses.
PortfolioFuture's firm-level 13F analysis covers $151.3M across 36 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Blake Wilson personally.
Reported ETF positions
Aspen Wealth Strategies reports 36 ETF positions worth $151.3M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $24.2M |
| VTV — Vanguard Morningstar Value ETF | $24.1M |
| SCHG — Schwab U.S. Large-Cap Growth ETF | $17.5M |
| IEFA — iShares Core MSCI EAFE ETF | $16.1M |
| MOAT — VanEck Morningstar Wide Moat ETF | $9.7M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Aspen Wealth Strategies's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $24.2M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $24.2M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | FMDE — Fidelity Enhanced Mid Cap Core ETF | $8M | Top 99.1% | Residual alpha +2.52% · Residual Sharpe 0.13 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $1.7M | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Aspen Wealth Strategies, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Other
Location
8333 Ralston Road,, Arvada, CO 80002
6 advisors at this office.
Contact
The firm's filed contact details.
Official record
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