Jesse Poznikowich
Aspen Grove Capital · Avon, Colorado
Jesse Poznikowich is a fee-only financial advisor at Aspen Grove Capital in Avon, Colorado, who holds the CFA credential. Jesse focuses on family wealth transfer. Aspen Grove Capital reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Jesse →
Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Aspen Grove Capital |
|---|---|
| Based in | Avon, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $6.67B across 3,287 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CO · CRD 7458544 |
| Exams passed | Series 65 (2021) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.aspengrovellc.com |
How Jesse's firm compares
- Aspen Grove Capital's average account is about $2.0 million, from its Form ADV (assets managed divided by 3,287 accounts).
Request an introduction to Jesse
Tell Jesse a little about what you're looking for. Jesse isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jesse
Is Jesse Poznikowich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jesse holds no broker registration, and Aspen Grove Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jesse charge for financial advice?
Jesse's firm, Aspen Grove Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jesse Poznikowich based?
Jesse Poznikowich is based in Avon, Colorado.
What does Jesse specialize in?
Jesse's specialties include family wealth transfer. Jesse works with multi-generational families.
What credentials does Jesse Poznikowich hold?
Jesse Poznikowich holds the CFA credential.
Is Jesse Poznikowich registered with the SEC?
Yes. Jesse Poznikowich is registered as an investment adviser representative in CO (CRD 7458544), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aspen Grove Capital manage?
Aspen Grove Capital reports $6.67B across 3,287 accounts in assets under management.
How do I contact Jesse Poznikowich?
Through Jesse's website, www.aspengrovellc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Aspen Grove Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.