Operating Company Financial Services

Aspen Standard Wealth

New York, New York, United States

Perpetual capital partner and platform that acquires and partners with independent RIAs, helping them preserve legacy firm identity while providing long-term support for leadership development, talent, compliance, and growth.

Focus Areas
Registered Investment Adviser (RIA), Wealth management, RIA advisory

Tracked deals

4

4 tracked deals across 2024-2026.

Recent pace

3

3 tracked deals announced in the last 12 months.

Deal mix

Buyout

3 buyout · 1 addon

Aspen Standard Wealth Acquisition Volume by Year

Last 2 years

Acquisition volume by year Annual acquisition counts for the last 2 years for Aspen Standard Wealth. 1 2024 ~4 est. 3 2026
Actual Full-year estimate

Supporting Data

Recent Transactions

  • Aspen Standard Wealth Acquires Cullen Investment Group
    October 9, 2026
    Buyer
    Aspen Standard Wealth
    Target
    Cullen Investment Group
    Industry
    Wealth Management
    Location
    Louisiana, United States
    Type
    Buyout

    Aspen Standard Wealth acquired Cullen Investment Group, a Lafayette, Louisiana-based registered investment adviser with more than $1 billion in assets under management. Cullen will join Aspen’s network of independent RIAs, gaining additional resources while continuing to serve clients under its existing approach.

  • Aspen Standard Wealth Acquires Denver Private Wealth Management
    August 5, 2026
    Buyer
    Aspen Standard Wealth, LLC
    Target
    Denver Private Wealth Management
    Industry
    Financial Services
    Location
    Colorado, United States
    Type
    Buyout

    Aspen Standard Wealth, LLC (“Aspen”) acquired Denver Private Wealth Management (“Denver PWM”), a boutique wealth management firm based in Denver. Denver PWM manages approximately $550 million for clients and provides services such as investment management, retirement planning, tax-efficient strategies, and legacy planning.

  • Aspen Standard Wealth Acquires BlueSky Wealth Advisors
    March 3, 2026
    Buyer
    Aspen Standard Wealth, LLC
    Target
    BlueSky Wealth Advisors, LLC
    Industry
    Wealth Management
    Location
    North Carolina, United States
    Type
    Buyout

    Aspen Standard Wealth, LLC (Aspen) acquired BlueSky Wealth Advisors, LLC (BlueSky), a New Bern, North Carolina-based fee-only RIA with $1 billion in assets under management (AUM). Aspen described the acquisition as part of its strategy to provide independent RIAs a “permanent home” while preserving firm identity and leadership.

  • Aspen Standard Wealth Acquires Summitry ( $2.8B AUM )
    November 4, 2024
    Buyer
    Aspen Standard Wealth, Alpine Investors
    Target
    Summitry
    Industry
    Wealth Management
    Location
    California, United States
    Type
    Addon

    Aspen Standard Wealth, a permanent RIA partnership backed by Alpine Investors, has acquired Summitry, a San Francisco Bay Area registered investment adviser with $2.8 billion in AUM. The deal brings Summitry into Aspen’s long-term, non-resale partnership model to support growth, people development, and continued client service.

Related Acquisition Pages

Wealth Management Buyers & Acquisitions 3 tracked deals by Aspen Standard Wealth. Financial Services Buyers & Acquisitions 1 tracked deal by Aspen Standard Wealth. Acquisitions in California 1 tracked deal by Aspen Standard Wealth. Acquisitions in Colorado 1 tracked deal by Aspen Standard Wealth. Acquisitions in Louisiana 1 tracked deal by Aspen Standard Wealth. Acquisitions in North Carolina 1 tracked deal by Aspen Standard Wealth.

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